Asian Equities

Jacob Mitchell

The year of 2017 was the year of the structural winner, with the market led higher by the digital platform “FAAMNGS” (the acronym keeps extending as the list of perceived winners broadens) and the stylistic domination of Growth. Disruption was never more topical with nothing appearing more disruptive than crypto-currency... 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

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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

PM Capital

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

Chad Slater

Want to make a small fortune? Start with a large one and invest in an airline. There are no shortages of jokes about the remarkable ability of the sector to destroy shareholder value. Even the great man himself (Warren Buffet), managed to lose money in airlines with his investment into... Show More

Nikko Asset Management Australia

As investors, we believe it is important to develop a framework so we can evaluate emerging technologies to protect and create value. In this article, we use the example of electric vehicles (EVs) to illustrate our approach towards analysing emerging opportunities and identifying the investment implications. We have focused on... Show More

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Angela Mangan

The ASX200 index originally generated a technical buy signal at 5081 on 3/3/16 which was followed by a secondary technical buy signal generated at 5188 on 19/4/16.https://www.livewiremarkets.com/wires/31476 The rally today has resulted in the nominated upside technical target located at 5380 being reached / exceeded - which had been the... Show More

Saxo Capital Markets Australia

If you follow the Chinese calendar, 2016 is set to be a year of trickery and turmoil and it all kicks off in the first quarter of 2016, says Saxo Capital Markets’ Asia Macro Strategist Kay Van-Petersen. If you want to know about Kay's trading strategies for equities, commodities and... Show More