Yearly Archives: 2015

Icar Asia Limited (ICQ): 2 important things happened this week … Continue reading 2 Emerging Gems

Whilst the September quarter was a tough period, we have … Continue reading Fund Performance – Mercer

A buoyant start to the week on the Australian sharemarket … Continue reading ASX sags as Telstra, banks underswhelm

Westpac Banking Corporation (WBC) has re-listed this morning after finalising … Continue reading Westpac has written the playbook – others now likely to follow

The Australian sharemarket has suffered its worst quarter in four … Continue reading A quarter to forget on the ASX, and the next isn’t looking great

The unprecedented dive in the value of shares in miner … Continue reading Glencore sell-off won’t force investors to shed mining stocks

Australian resources stocks were rocked in the wake of British-listed … Continue reading Miners smashed in market rout

The graph below courtesy of JPMorgan relays an interesting message: … Continue reading Energy Company Short Positions at Multi-Decade Highs

One report this morning indicated that oil may fall as … Continue reading US Oil Production IS Declining

The problem with oil is not that it is ‘suddenly’ … Continue reading We’re Missing the Point on Oil

The Wall Street Journal’s August Economic Survey shows 82% of … Continue reading Katana: A stock we like for rising US interest rates

Pioneer Credit Limited(PNC) The catch cry of long in the … Continue reading 3 Emerging Gems

Romano Sala Tenna, Portfolio Manager at Katana Asset Management, says … Continue reading Record differential present opportunities in small cap industrial stocks

We don’t do a lot in the emerging technology space. … Continue reading Independent Verification is Essential in Technology Investing