Opinion
Alvise Peggion

Value traps or deep value? Often it’s hard to tell, especially when analysing Chinese stocks. One thing that will always be a good investment in Hong Kong though is a bowl of wonton noodles. My favourite is served in a tiny restaurant not far from the city’s financial district. In... Show More

Opinion
Alvise Peggion

Why now? This is what Japanese football fans asked themselves on the eve of the current edition of the FIFA World Cup. The Japanese Football Federation had just sacked coach Vahid Halilhodžić. Show More

Equities
Alvise Peggion

There are few things I fear more than a visit to a Zara store. Why so many people choose to spend time in such a crowded, messy and noisy place is beyond me. But it’s clear that Zara knows what it’s doing. Show More

Opinion
Alvise Peggion

Aussie companies have a mixed record when venturing overseas. But in early 2016 Wesfarmers had a great history of building wealth for shareholders – an investment in the company’s shares in 2000 returned nearly 17% per year while the Australian market, including dividends, returned 8% a year over the same... Show More

Opinion
Alvise Peggion

For those who fear flying, facts and statistics are likely of little help. But flying has become a lot safer over the decades. The number of incidents for every one million departures has fallen from 50 in the 1960s to less than one in 2016. Show More

Opinion
Alvise Peggion

Forget pizza, bruschetta, risotto and pasta. What I most miss about Italy is mortadella, a pork sausage flavoured with spices and pistachios. It may not be fancy but it is loaded with flavour, and great childhood memories. What, then, to make of Felsineo, the leading mortadella manufacturer, offering a vegan option... Show More

Education
Alvise Peggion

A few weeks ago the International Fund invested in a company that couldn’t even publish its accounts on time. The reason? Management couldn’t finalise its sales figure. If management doesn’t know how their business is performing, what chance do we have? Complicating things further, this company operates in a niche market... Show More

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