NEWS
Advantage Advantest? Or why are Japanese technology companies so overlooked?
This article was prompted by the announcement recently that Verizon was selling Tumblr for a few million $. Tumblr is/was a social networking site that allowed users to blog personal stuff to each other. A couple of years ago Tumblr was...
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Commonwealth Bank's FY19 Result: Trench Warfare Ahead
The Commonwealth Bank of Australia ("CBA") is Australia's largest bank at $140.6 billion, and the most expensive of the Big Four, in terms of P/E, dividend yield, and price to book ratio. As such, its disappointing result for the year...
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Another Trade War - This Time Without The US
With all the news about the Trump Administration's trade disputes with China, Japan, Canada, Mexico, and the EU, the ordinary investor probably hasn't noticed one trade war which doesn't involve the US but could have serious consequences...
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5 Beliefs to Hold When The Market is Tanking
Navigating volatile markets is always challenging.
Correction: navigating bearish markets is challenging; navigating bullish markets is usually pretty enjoyable. We've had it great in 2019; it's been the best start to a calendar...
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New Funds on Fundmonitors.com
Here are some of the latest additions to our database. Follow the links to view each fund's profile, where you'll have access to their offer documents, monthly reports, historical returns, performance analytics, rankings, research,...
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The winners and losers of a more sustainable approach to plastics
Demand for convenience has seen plastic use multiply and today plastics are fundamental to many aspects of daily life. As consumers we interact with plastics many times a day. Whether it be drinking water from a PET bottle, eating yoghurt...
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US Treasury Term Premium: Pricing for Disaster
The term premium is the difference between bond yields for a given maturity and the expected path of short-term interest rates over the same period. By examining the term premium of the US treasury market, we find that this is now of a...
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Valmec - A microcap infrastructure name flying under the radar
Valmec Ltd (ASX:VMX) is a diversified energy and infrastructure services group that provides essential services to the oil and gas, resources and infrastructure sector in Australia. We like the company's exposure to the growing sectors in...
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Bank to the Future II
Countless tech visionaries have talked about the potential for "disrupting" the banking industry. Some have even started companies which competed with traditional banks. To date, none of these companies has had much impact on the incumbent...
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Corporate Governance: Turning the Tables on Institutional Investors
In the light of a plethora of commentary on ESG issues we wanted to re-post our observations on ESG in Asia. This is by Kevin Smith Head of Asia Pacific Equities at Delft Partners.
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