For TGG, the three buzzwords in Asia are: Korea, China and Japan. Korea remains the cheapest market in the world, China despite its slowdown still seems to have companies not trading at expensive valuations, and Japan has come a long way in its corporate governance. Find out more: Show More
Given the sudden volatility in global markets at the end of 2018, we felt it was important to meet with fund managers we currently invest in and seek out potential new opportunities. So we commenced 2019 with an extensive research program meeting 42 investment managers over 4 weeks in Melbourne,... Show More
Asia is the best structural growth story in the world driven by strong demographics, a rising middle class, infrastructure build and technological leapfrogging. We believe that the combination of high growth and reasonable prices offer a compelling opportunity. Show More
In the last part of this video series, we discuss how we are finding opportunities in Asia that may be surprising. Show More
In part 3 of this video series, we discuss some of the key risks associated with investing in Asian markets, which investors need to be cognizant of. Show More
Asia is offering compelling investment opportunities, though not necessarily in the places one might expect. Fundamental conditions within the region have improved significantly and valuations remain undemanding, particularly relative to the later-cycle US market. Show More
Over the years during Kevin Bertoli’s time travelling to South Korea, often at times when relations were considerably strained, people have always seemed to take the North Korean issue very much in stride. Show More
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
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
This year MSCI said it plans to add 222 mainland Chinese A-shares to their index. This heralds a further emergence of China (and more broadly Asia) as a signficant market to look out for. We see a range of opportunities in Chinese ports, telecom and select consumer companies. In Japan... Show More