Mary Manning

The positive trade outcome at the recent G20 meeting and dovish comments by US Federal Reserve Chairman Powell are both important catalysts for a rally in Asian markets into the year-end and early 2019. So for our Livewire Christmas Cracker, we are taking a look at a very attractive buying... Show More

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

Mary Manning

Asian markets have had a very strong year, up 29% year to date in 2017 (in AUD terms). This performance has been driven by a combination of strong earnings growth and moderate multiple expansion. Outstanding market performance in China and India and strong sector performance in the Asian mega-cap technology... Show More

Mary Manning

The concept of the “Asian Consumer” has captured the attention of many investors. However, talking about the Asian Consumer as a homogenous group is misleading. A closer look at demographics, household income, urbanization, gender purchasing power and channel shift, shows that there are at least 10 different consumer groups within... Show More

Paul Hennessy

China’s internet companies are developing cutting-edge mobile applications and leapfrogging the titans of U.S. technology in certain respects. China is no longer simply a tech copycat: Tencent, Alibaba and Baidu are playing a leading role in China’s shift to a consumption-led economy. Capital Group expects increasing amounts of mobile innovation... Show More

Investorlink Group

Proposed regulations to severely limit online payments in China could shake up one of the country's most innovative and valuable markets, experts warned this week. If implemented, it would impose caps on the value of online transactions of as little as 1,000 yuan (US$157). Show More

Jason Sedawie

Alibaba is China's largest online commerce company with overall sales of US$248 billion (gross merchandise volume) it sells more than Ebay and Amazon combined. Alibaba has been described as a mix of Amazon, Ebay and even Google. Unlike Amazon Alibaba is a seller of clicks not products, it operates similar... Show More

Jay Soloff

Could Alibaba be the largest US IPO ever? The company said it plans to raise $1 billion in its IPO filing, but that number is more likely to end up around $20 billion when all is said an done. That would be even bigger than Facebook's $16 billion IPO. Also,... Show More