Jason Teh

The sky is not falling was the message in September 2017. Our message was that the overall market did not show excessive valuations, which generally is a precursor to stock market corrections. However, our market outlook dimmed due to recent ‘risk-on’ rally, where most of the year’s return was delivered... Show More

Luke Cummings

Livewire readers will undoubtedly be aware that Fairfax Media is now firmly in play. The revised, indicative proposal by the TPG consortium whereby they would acquire all outstanding shares in FXJ at a price of $1.20 cash per share was the biggest financial markets news story of the day (including... Show More

Wilson Asset Management

Telcos called on for competition. The independent review panel conducting a cost benefit analysis of the nation's NBN delivered its preliminary report to government last week recommending, amongst other things, that some telco operators could be compelled to open their networks to competition. An implication of the Vertigan Review recommendations... Show More