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,...
663 Views
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...
2k Views
AmpGFX - AUD in No Man's Land, Political and Economic Risks Remain Elevated
Domestic Australian factors are being overshadowed by global developments. These global drivers account for both its rapid rebound over the last...
524 Views
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,...
3.2k Views
Another line ball decision for the RBA, but expect no change in April
The market is firmly expecting another rate cut from the RBA at today’s Board meeting. The domestic data flow has not delivered any large negative...
437 Views