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Investment Update Webcast – March 2018

Peters MacGregor Capital Management

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

Outlook 2018: Stars align for Asian markets

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

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This week in tech: Tech sell-off redux, is Instagram the next Facebook, and the Vacuum King takes on Tesla's Iron Man

Lachlan MacGregor

This week there was a major sell-off in tech - including Facebook and the rest of the FAANGs, Instagram announced it has reached 800 million users and at this pace could be larger than Facebook, and Tesla has new competition in the Electric Vehicle market from Dyson. Show More

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There is No Such Thing as the “Asian Consumer”

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

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China’s Tech Giants Are Leapfrogging the U.S. in Mobile Innovation

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

China's booming e-commerce market faces challenges as regulators seek to restrict online payments

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). http://www.scmp.com/tech/e-commerce/article/1854684/chinas-booming-e-commerce-market-faces-challenges-regulators-seek. Show More

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

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