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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QUICKNOTE: TPG-IIN Deal: ACCC Risk?
This morning, the Sydney Morning Herald came out with an article quoting Rod Sims (chairman of the ACCC) saying the "Bulk of submissions to the...
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A new narrative for the Australian dollar (update)
Two months ago, Evidente published a report which suggested that contrary to the RBA's view that the currency remained over-valued, the Australian...
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Beware of bubble talk, for now
In a wide ranging speech delivered overnight in New York, Glenn Stevens, provided more colour on his prior communications in which he has bemoaned...
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Substantial synergies make this a great deal for Iinet and TPG
Positive initial comments from the ACCC indicate a reasonable likelihood of a deal involving IIN concluding.Synergies are substantial for network...
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