Dusk Group (ASX: DSK)
Analysts
Victor Yan & Henry Yu
Edited by Gary Palar & Andrew He
Similar Posts
American Fiscal and Monetary Policy Are No Longer at Odds
While the recovery of commodity prices was largely foreseen as major industrial centres recover from COVID, the rise in American bond yields has alarmed markets. Having surged above 1.7%, up from below 1% at the beginning of the year, the 10-year treasury yield tells but a small part of the story.
In this article, Sam Triantafillopoulos discusses the levers of fiscal and monetary policy with reference to the expansionary policy currently being implemented in the United States.
The Story Behind the Blooming of the Aussie Dollar
While we may think a $5 note in our pocket is just that: a $5 note, currencies are subject to market forces that prop up and erode its value daily. Henry Yu and Annabel Yenson explore the reasons behind the strong firming of the Australian Dollar over the recent year, and provide an outlook into how our currency may be positioned for the future.
Crown Resorts Ltd (ASX: CWN)
Equity research report for Crown Resorts Ltd (ASX: CWN) as of 18/10/2020.
Prepared by Andrew He, Samuel Subramaniam, Peter Costopoulos, Sam Triantafillopoulos and Tobias Coney.
For educational purposes only.
Growth vs. Value: Does the Rotation Have Legs?
The outperformance of growth has been as stark as investors have ever seen. As the great debate of Growth versus Value rages on, the question facing investors is why the relative performance of growth has been so superior of late, and whether they can extrapolate this trend over the next decade despite the improving backdrop for value. Peter Cotsopoulos explores.
Virtual Restaurants: The Next Step in the Food Delivery Trend
They say that within any crisis comes an opportunity. This has certainly been the truth an ever changing restaurant industry as Charlie McMillan Summons explores the emergence of new “Virtual Restaurant” models.
A Bullish Thesis on Commodity Supercycles
High growth equities have been the name of the game last year. But how should investors position their portfolios for the future with respects to reflation fears, high stimulus spending and a reopening of economies?
In this piece, Victor Yan takes a deep dive into a bull case towards being overweight on hard commodities – where the current environment could potentially be the precipice of a commodity supercycle.