Australian New Motor Vehicle Registrations Pull Back in October, but the Trend Remains Robust
Data released by the Australian Bureau of Statistics today showed that new motor vehicle registrations fell sharply in the month of October by...
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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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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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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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Aequitas: Virgin Australia IPO Lockup - Escrow Release Is a Moving Target that Is Getting Closer
Bain Capital raised around US$440m via selling some of its stake in Virgin Australia (VAH AU) IPO in June 2025. Some of Bain’s stake could be...
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