Weekly Impressions - Australia's Export Revolution to China's Rising Middle Class
A number of developments in the past week were a stark reminder that Australia’s exports to China are undergoing a revolution thanks to...
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Crown Resorts' Australian Casinos Continuing to Show Resilience
Lost amidst the sea of pessimism on Crown Resorts' exposure to Macau (via 34.3% ownership of Melco Crown) is the continuing resilience of its...
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Crown Resorts (CWN AU): Setup, Australia Holds Firm Whilst Macau Continues to Slip
Poor conditions in Macau have hit the Crown Resorts share price by quite a large degree with the stock down 33% to $10.12 (from February highs of...
408 Views
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...
427 Views
Australia's land obsession - Reiterate postive view on discretionary retailers
Australians' long held fascination with land is part of the national psyche. In a speech delivered overnight, RBA Deputy Governor Philip Lowe...
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