Monthly Archive: April 2013

Apr 12

Is there a “value” bubble in Australia?

Source: Morningstar Direct, Delta Research & Advisory The above chart shows the performance of the MSCI Australian Value GR index vs the MSCI Australian¬†Growth GR index and I’m sure you would agree there is quite a divergence in performance. In fact, as the numbers show over the last 3 years, the Value index has outperformed …

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Apr 12

A Couple of Market Outlook Reports (JV w RIMSec)

I’m a little late with the first one of these but the second is hot of the press, so to speak. The following links are Market outlook reports provided by Rim Securities, and written by yours truly for Delta Research & Advisory. The March update (that is only 2-3 weeks old) can be downloaded here; …

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