Chinese signals warn of headwinds for ASX

Daniel Want

In analysing China you often need to dive deeper than the officially reported statistics, often having to look at different ways to ‘triangulate’ different datasets in order to more solidly grasp what is really happening beneath the surface. They reveal that once again we are at an important juncture for... Show More

Peak optimism for Australia’s big four banks

Daniel Want

Looking at Australia’s big four banks (CBA, WBC, ANZ, NAB) we see a condition where the evolution of the global context is under-appreciated, particularly with regards to shifts in the Chinese situation. First, we look at the valuation picture of Australia’s big four banks. Then we consider the bank’s Achilles-heel... Show More

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