In the December 2011 edition we focus on global gas hubs, gas reserves, supply and price differentials. Also we examine this potential impact on global trade imbalances between China and the USA.
In the September 2011 edition we look at the macro impact on valuations, investor sentiment and retail investments. Opportunity or paradigm shift?
In the June 2011 edition we provide our thoughts on the banking sector; where many are calling it cheap when looking at price to earnings ratios and yields.
In the March 2011 edition we provide some brief snapshots of a diverse group of companies that we have recently visited including a tour of the new Cochlear facility at Macquarie University.