asia

Investing in the real China story

Livewire Exclusive

Catherine Yeung, Investment Director at Fidelity International, comments that clients often ask her what’s happening on the ground in China and whether the journey is actually intact? She answers this question in this presentation, concluding to say that: “It’s very hard to imagine not having a suitable allocation to the... 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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Autohome – a listed Chinese online car portal more than twice the size of carsales.com.au.

PM Capital

Kevin Bertoli, Portfolio Manager of the PM Capital Asian Companies Fund and the PM Capital Asian Opportunities Fund (ASX:PAF), talks about Autohome, a Chinese online car portal two and a half times bigger than Carsales.com.au. He talks about why the market has marked it down over the past 18 months,... Show More

Beginning to see the light for emerging markets

Marcus Tuck

Similar to European equity markets, another part of the world where fearful perceptions have held back equity valuations is emerging markets. After being fairly range-bound from 2012 to mid-2015, fears of a hard landing for China’s economy impacted emerging markets in the second half of 2015 and early 2016. That... Show More

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The market may be getting ahead of itself in expecting helicopter money from the Bank of Japan, says Saxo Group's John Hardy

Saxo Capital Markets Australia

John Hardy, head of FX strategy at Saxo Group, thinks that the Bank of Japan (BoJ) may initiate a 'reasonably sized stimulus measure' before implementing helicopter money. This could happen after the US election as the BoJ needs to feel comfortable before the next phase of quantitative easing can begin.... Show More