Goldman Sachs (on buying QBE) - The crucial question is: does this (i.e the big falls of late) offer enough of a risk discount to compensate investors for...
Chris Weston
Pepperstone
Goldman Sachs (on buying QBE) - The crucial question is: does this (i.e the big falls of late) offer enough of a risk discount to compensate investors for buying the stock at current levels? In our view, the short answer is: not yet, unless you are particularly bearish on the outlook for the $A. Rationale: the stock's multiples are now looking reasonably attractive by Australian market standards; but they are only back in line with global peers.
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Highly accomplished financial markets professional, with experience at a number of top-tier global institutions on both the buy and sell-side. A natural communicator with a strong ability to analyse macro-economic trends, capital flows and market price action and advise on actionable trade ideas and investments in multiple asset classes.
Chris Weston
Head of Research
Pepperstone
Highly accomplished financial markets professional, with experience at a number of top-tier global institutions on both the buy and sell-side. A natural communicator with a strong ability to analyse macro-economic trends, capital flows and market...
Expertise
Chris Weston
Head of Research
Pepperstone
Highly accomplished financial markets professional, with experience at a number of top-tier global institutions on both the buy and sell-side. A natural communicator with a strong ability to analyse macro-economic trends, capital flows and market...
Expertise
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