China: Short-term stabilization possible but underlying fault lines remain
Mark and JP once again highlight the fault lines that run through what they consider to be the most vulnerable part of the listed Chinese corporate...
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ANZ's Asian growth aspirations make it an interesting alternative to slower-growing domestic banks
ANZ Bank is the third-largest of Australia's four major banks by market value and the largest bank in New Zealand and the Pacific, offering a full...
335 Views
Assessing Driver of Moats in Retail Shopping Centres
We view high quality shopping centres as benefiting from strong competitive advantages, and generally ascribe narrow economic moat ratings to...
387 Views
Weekly Impressions
The key company announcement during the week in Australia came from Woodside Petroleum, that it had provided Oil Search a confidential, all scrip,...
506 Views
Westpac Increases Technology Spend to Boost Productivity and Support Shareholder Returns
Westpac Banking Corporation’s annual strategy was void of any large surprise, with the wide-moat major bank relying on increased investment in...
359 Views