Shares Overcook Potential for a Mining Services Turnaround
We think the market, on balance, is too optimistic on the outlook for the mining services sector, with an average 34% overvaluation for the nine...
2.1k Views
Air New Zealand Airfare Inflation In Full Flight
Air New Zealand's (AIR) response to the fuel price crisis has been to moderately reduce capacity (predominantly on domestic and short haul...
101 Views
Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (13 Apr 2026)
​Discover eight pair trade opportunities across three markets and five sectors using statistical mean-reversion methodology for actionable insights.
200 Views
Retain Defensive Bias as the Reluctant Rate Cutter Likely to Deliver More Stimulus
Interbank Cash Rate Futures point to a 65% probability that the RBA will cut the Overnight Cash Rate (OCR) by 25 basis points to 1.5% on...
339 Views
Australia a Risk Haven? Not Today, Mate
 Speculation that Australia will lose its AAA rating due to political deadlock at the polls has probably been enhanced by the final downgrade to...
414 Views