Asian Equities

Asian Equities series: Part 1: Finding value in unexpected places

Peter Wilmshurst

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

Outlook 2018: Developed markets looking expensive

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

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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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

Fundamentals will always ‘trump’ fear – Paul Moore

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

Flying Low: Overcapacity in the Asian airline sector

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

Electric vehicles: Are they disruptive?

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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Technicals - ASX200 INDEX - technical buy signal target located at 5380 reached

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

Essential Asia-Pacific Trades for Q1 2016

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

The Grinch stole Xmas; A wrap-up on on our 2015 'anti-forecasts'; plus a look the less talked about China: its currency

Chad Slater

It hasn't been much of a break for global investors. The Grinch stole Christmas, with a US rate hike leaving markets confused as to whether they should be worried - it falls by 4% before Xmas - or excited that the wait is over, so it rallies by 4% up... Show More