India is expected to have a larger population than China within the next 7 years. With a $2.7 trillion economy, according to the World Bank GDP data due out this year, it will overtake the UK as the 5th world’s largest economy. The recent structural reforms implemented by the Modhi... Show More

I'm particularly bullish on Facebook. I think this is probably one of the best businesses in the world today. Although it currently trades at a slightly elevated multiple, about 22 or 23 times next year's earning, with the cash removed, that valuation will look extremely compelling given the growth in... Show More

Join Nathan Bell, Head of Research, and Alex Haynes, Head of Distribution, as they explore the huge rewards and pitfalls of investing in IPOs and spinoffs. Show More

In the fourth episode of the Peters MacGregor Global Investing Podcast, Nathan Bell, Head of Research, and Trevor Scott, Senior Investment Analyst, discuss the bull and bear case for Facebook following the Cambridge Analytica data leak scandal. Show More

Commercial and residential real estate developments in the United States are probably not the first thing that comes to mind when you think about Hollywood and Hawaii. Show More

Wayne Peters, Chief Investment Officer and Nathan Bell, Head of Research, provide an update to the Peters MacGregor Global Equity portfolio. Stocks discussed include: Discovery Communications, Charter Communications, Liberty Broadband, Liberty LiLAC, JD.com, Alibaba and more. Show More

In the third episode of the Peters MacGregor Global Investing Podcast, Nathan Bell, Head of Research, and Trevor Scott, Senior Investment Analyst, compare and contrast the digital landscape and internet service providers in Australia and around the world. With growing internet usage demands and consumption of online content around the... Show More

JD.com (JD) is often referred to as China’s Amazon. However, JD is online retail shopping with a difference. Firstly, buying behaviour and the online shopping experience in China is quite different to Australia and the United States. Online shoppers in Australia typically buy discretionary items such as books, shoes and... Show More

In the second episode of Peters MacGregor Global Investing Podcast, join Wayne Peters, Chief Investment Officer, and Alex Haynes, Head of Distribution, as they turn their attention to Chinese technology giants Baidu, Tencent and JD.com to discuss the markets they operate in and how these businesses stack up against US... Show More

A well-researched and dynamic stock watch list is the bedrock of a good investment strategy that delivers value over the long-term. This holds true for professional and individual investors. Show More