ANZ's Asian Emphasis Does Not Seem to Support Profit, Returns
ANZ’s most important Asian investments are AMMB, Bank Pan Indonesia, Shanghai Rural Commercial Bank and Bank of Tianjin. The idea of emphasizing...
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Launch of Evidente's Long Only Model Portfolio (Australia)
In this post, Evidente launches its benchmark aware, long only model portfolio for Australia for the 2017 financial year. It is designed to be a...
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Equity Best Ideas
The Best Ideas list is a compilation of stock ideas sourced from Morningstar’s global equity research team. Recent Asian additions: Allergan...
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Australian Banks: NAB Has Minimum 10% Upside Potential - 3 Month View
Technical Analysis View: Renewed multi-month uptrend implies a minimum 10% rally (31.60+) in the next 3 month. Price Action: Impulsive bullish...
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APRA's Quest for an Unquestionably Strong Financial System Continues
In a recent post Bank Regulatory Changes to Credit Risk Daniel Tabbush draws attention to proposed changes to the treatment of credit risk...
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