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...
2.1k 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
Beware Impairments in EM and Asia
The failure to use or the aggressive implementation of asset write downs in emerging markets and Asia will have far reaching implications for...
490 Views
Infrastructure Assets to Benefit from the New Normal of Low and Slow
A recent speech from Vice Chairman Stanley Fischer suggests that the secular decline in the neutral rate of interest is guiding the Fed’s view and...
685 Views
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...
471 Views