A$ buy signal strengthens | Investment case against Brambles
This post provides an update of Evidente’s currency model. Under-valuation of the A$/US$ has now reached an extreme, while the Big Mac index also...
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The airline industry's notoriously volatile nature prevents Qantas from making sustainable returns.
Qantas is Australia's national carrier and the leading domestic airline with more than 65% market share.It is also--with the inclusion of...
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Best of Smartkarma: The Guest Editor's Slice & Dice #23
Welcome to the 23rd Edition of the Smartkarma [Guest] Editor's Cut, a weekly summary of the key themes and ideas of the last week's research on...
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Dissecting Quality: When Does Management Quality and Corporate Governance Matter Most?
Most active funds tout their ability to discriminate between good and poor quality management, and accordingly weight their portfolios towards...
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Weekly Impressions
In the second weekly wrap of top-down and bottom-up developments during Australia’s reporting season, Evidente discusses the PBOC’s rationale for...
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