Raaz Bhuyan discusses his key findings following a company research trip to China.
The Powell pivot and Chinese stimulus in January led the market to rebound strongly from the December quarter sell off, with the ASX 300 up 10.9%.
In this latest update of the long and the short of it, Graeme Burke talks to WaveStone’s approach to shorting and discusses a number of examples recently identified by the team.
The last quarter of 2018 was a tough one across global markets. Australia was not immune, the ASX 300 Accumulation Index falling 8.4%
Catherine Allfrey outlines why portfolio diversification is essential in today’s volatile equity markets.
Raaz Bhuyan revisits US companies to look for changes in the operating environment and better understand the economic conditions on the ground.
Raaz Bhuyan looks at how the industry approach to ESG has evolved with client expectations.
The Australian market performance was more subdued in the September quarter, with geopolitical and trade related tensions impacting markets globally.
In this video from Livewire Live’s Australian Equities Panel, WaveStone’s Catherine Allfrey shares her views on the dominant sectors on the ASX, Banks and Miners.
The ASX 300 outperformed global markets in the June quarter, after a negative reaction to slowing China data, USD strength and an escalation of rhetoric around trade wars.
Raaz Bhuyan shares his insights from a company research trip to China in March which coincided with the National People’s Congress.
Raaz Bhuyan shares his insights from a recent research trip to the US, including the impact of changing consumer preferences, the possibility of wage inflation and outlook for the oil market.