Holding the Reigns on Aussie Value Stocks
Stick to Growth. Growth has outperformed Value by 10%pts year-to-date and we expect its outperformance to continue for the remainder of the year,...
725 Views
Land Market – Bid to Win, or Bid to Try Your Luck?
Bid to win, or bid to try your luck...Developers often enter into land bids with different strategies. They may aggressively “bid to win”,...
2.6k Views
Challenges Mount for the Wide Moat-Rated Australian Banks
As a consequence of increasing global risks, tougher regulatory demands, intensifying pressure on net interest margins, higher bad debts and lower...
1.9k 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
AmpGFX - RBA Cut the Obvious Decision
We think the case is clear for the RBA to cut rates tomorrow and are predicting this outcome. The much lower core inflation reading, evidence of...
448 Views