Asian stocks

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

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

International Investment - End of the Golden Ride?

Marcus Padley

There has been a huge trade over the last three years for Australian retirees buying unhedged international, particularly US equity market exposure, and taking advantage of the fall in the Aussie dollar and the rise in international equities. But I was reading a Listed Investment Company (LIC) report this week... Show More

Chinese company Qihoo sends clearer picture of corporate strategy

Saxo Capital Markets Australia

Last week, the Chinese search engine company Qihoo and the domestic smartphone manufacturer Coolpad announced the name of their joint venture: QiKU. Shanghai-based Neil Flynn, portfolio manager of Alcuin Asset Management, says the new company has cleared doubts about its ability to compete in the smartphones business, which benefits US-listed... Show More