APRA’s new capital rules: initial thoughts and implications for the banks
Andrew Martin discusses what APRA’s new capital rules mean for the banks.
What the collapse of Spain’s sixth largest bank means for the sector and why we should all be watching
Jeff Thomson shares his insights on the Spanish banking sector following the collapse of the sixth largest bank in the country.
Will the tech sell-off continue? Three things to understand before deciding
Lachlan MacGregor explores whether the recent tech sell-off will continue.
On the Road: Nordic Financials
Jeff Thomson discusses his findings from his recent research trip to the Sweden and Denmark.
Funny Money in Silicon Valley
Now that the tech titans are pushing investors to focus on earnings excluding stock based compensation, investors need to be twice as careful.
On the Road: US Healthcare
Jonas Palmqvist shares his findings about the US healthcare sector following his recent research trip.
On the Road: Property
Bruce Smith discusses the insights gathered from his recent research trip into three Australian-listed globally-focused property companies
On the Road: Texas
Johan Carlberg shares his insights into the US energy sector from his recent trip to Texas.
Sector Spotlight: Telecommunications
This quarter, Bruce Smith shares his thoughts on the current trends and outlook for the telecommunication sector.
