First Half 2017 Outlook - Where to from Here?
In June 2016 we we stated with yields at all-time lows, the future performance of domestic bonds would be sensitive to changes in the economic...
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Woolworths' Sale of Petrol Positive but Immaterial; Improved Balance Sheet, Supermarkets Funding
Narrow moat-rated Woolworths entered into a binding agreement to sell its petrol business of 527 existing sites, including 16 sites currently under...
276 Views
Moon Jae In, Ban Ki Moon, Lee Jae Myung - Who Will Become the Next Korean President?
With Korea warped by the Choi Soon Shil scandal, investors are already looking ahead. Although it is yet unclear how the Choi Soon Shil scandal...
513 Views
Change in Consumer Lifestyles in Asia Pacific Triggers Volume in Robotic Vacuum Cleaners (Part 1)
Change in Consumer Lifestyles in Asia Pacific Triggers Volume in Robotic Vacuum Cleaners (Part 1)Over 2016-2021, China is still expected to be a...
334 Views
Aldi's Presence Makes a Return to Duopoly-Like Margins Unlikely
The Australian grocery industry continues to evolve and everyday dry groceries are likely to become even more commoditised. Aldi re-established the...
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