Founder Evidente. Top rated quantitative analyst, Evidente

Sam Ferraro

Founder Evidente. Top rated quantitative analyst

Evidente

Evidente is an independent financial education firm that delivers innovative financial advice to wholesale investors, including active long only funds, hedge funds, pension funds, and sovereign wealth funds, in Australia and globally.  Drawing on academic research in asset pricing, behavioural finance and portfolio construction, Evidente provides wholesale investors with commercial solutions to stock selection and asset allocation decisions across equities and other asset classes.

Macroeconomics

<div>In a speech today, Christopher Kent, Assistant Governor, flagged that the RBA expects the speed of China's economic development to ease further, and for the composition of growth to evolve, reflecting four key developments.</div><ul>
<li>Slower growth of the working age population (which is largely baked in).</li>
<li>Urbanisation to continue albeit at a more gradual pace.</li>
<li>The still large productivity gap between China and advanced economies to narrow further, the speed of which is subject to the implementation of…</li>
</ul>

In a speech today, Christopher Kent, Assistant Governor, flagged that the RBA expects the speed of China's economic development to ease further, and for the composition of growth to evolve, reflecting four key developments.
Slower growth of the working age population (which is largely baked in).
Urbanisation to continue albeit at a more gradual pace.
The still large productivity gap between China and advanced economies to narrow further, the speed of which is subject to the implementation of…


Leading Independent Investment Research, Morningstar, Inc.

Morningstar

Leading Independent Investment Research

Morningstar, Inc.

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. 

Morningstar provides data on more than 500,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 16 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries, with more than $180 billion in assets under advisement or management as of June 30, 2015. We have operations in 27 countries.

Download the Morningstar Fact Sheet : http://corporate.morningstar.com/US/documents/MarketingFactSheets/AboutMorningstarFactsheet.pdf

Equity Bottom-Up

Potash Corp Of Saskatchewan / Equity Bottom-Up

<ul><li class="p1">We have lowered our long-term potash price outlook roughly&nbsp;10% to $285 (real terms) per metric ton from $315.</li><li class="p1">We now&nbsp;expect negotiations with China in 2016 will end in a cut to&nbsp;the contract price.</li><li class="p1">We expect potash supply growth to&nbsp;slightly exceed demand up to 2020.</li><li class="p1">As a result, we expect&nbsp;prices to slide in real terms until that time.</li><li class="p1">At $22 per share, we think PotashCorp's shares are&nbsp;undervalued.</li><li class="p1">It seems the market is pricing in flat volumes&nbsp;and weaker prices than we're expecting</li></ul>

We have lowered our long-term potash price outlook roughly&nbsp;10% to $285 (real terms) per metric ton from $315.We now&nbsp;expect negotiations with China in 2016 will end in a cut to&nbsp;the contract price.We expect potash supply growth to&nbsp;slightly exceed demand up to 2020.As a result, we expect&nbsp;prices to slide in real terms until that time.At $22 per share, we think PotashCorp's shares are&nbsp;undervalued.It seems the market is pricing in flat volumes&nbsp;and weaker prices than we're expecting

We've Cut Our Potash Producer Fair Value Estimate on Price Pressure, But Shares Look Compelling

Australia

Buddy Platform Limited operates a cloud-based data management platform. The Company offers a data management solution that delivers real-time data directly from connected devices. Buddy Platform operates in Australia and the United States.

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Buddy Platform (BUD AU)

RBA Downbeat on Commodity Price Outlook

In a speech today, Christopher Kent, Assistant Governor, flagged that the RBA expects the speed of China's economic development to ease further,...

Sam Ferraro

We've Cut Our Potash Producer Fair Value Estimate on Price Pressure, But Shares Look Compelling

We have lowered our long-term potash price outlook roughly 10% to $285 (real terms) per metric ton from $315. We now expect negotiations with...

Morningstar, Inc.

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