New J. Hutton – Exploration Report (Weeks Ending 08/03/20) Abridged
COVID-19 disruption will last longer than many are forecasting China property sales very weak, as is its domestic rebar utilisation Gold Road...
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Coles Placement - Selldown from Wesfarmers Expected but Discount Is Narrow at the Top
Wesfarmers Ltd (WES AU) is looking to sell 65.4m shares in Coles Group Ltd (COL AU). Post selldown, Wesfarners will still have about 10.1% stake in...
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Aussie Equities Month in Review (September 2019)
The ASX 200 shrugged off a poor reporting season and another barrage of downgrades in September to gain 1.8% during the month. Higher bond yields...
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Global Equity Strategy: Squarely in the Neutral Camp
At this point in time the major global indexes (MSCI ACWI, ACWI ex-US, EAFE, EM) have failed to break above their respective resistance levels,...
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The Deadcat Bounce in Aussie Value
The Global rotation away from Defensive stocks to cyclical Growth and Value over the past few weeks has not been impressive enough to convince us...
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