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
The reaction of the markets was instructive on the day of the election results. Once the outcome was known, Asian and European markets placed their bets and markets sold off. By the end of the following day’s US trading, they were proved to be 100% incorrect. So even with a... Show More
Over the last three weeks there has been a trend change in key global stockmarkets. During this period technical sell signals have been generated on the Hang Seng, simultaneously on the FTSE, DAX and CAC, followed by a sell signal on the Nikkei. Show More
Good Afternoon, Show More
Fair bit of data coming out of Asia today, keep an eye out for HSBC Chinese Manufacturing PMI at 12:45pm. Also inflation data from Singapore, Hong Kong and Taiwan later in the day Show More