Volatile times can create opportunities for patient investors, and there’s been no shortage of volatility for emerging markets investors lately. Alex Duffy, Portfolio Manager at Fidelity, says that volatility like this will separate the bad business models from the good. He sees two key areas of opportunity today: Consumption – penetration... Show More
For those that missed the insights of Day 1 and 2, please click on the following links Grassroots India Tour – Day 1 and Grassroots India Tour – Day 2. For the final day of our India tour, we were back in Mumbai. The day kicked off with a tour... Show More
India Avenue conducted its inaugural Grassroots Tour of India over 3 days from March 11th to the 14th. The tour included nine delegates from Australia and the Pacific with the purpose of exploring India as a long-term investment opportunity as well as myth-busting some antiquated stereotypes. We travelled to Mumbai... Show More
The exciting story surrounding emerging markets has been the rise of two economic powerhouses, India and China. Whilst both countries share some basic similarities, they differ in many significant ways, most importantly stock market returns. In this wire, we articulate how they differ and what investors should expect going forward. Show More
China’s internet companies are developing cutting-edge mobile applications and leapfrogging the titans of U.S. technology in certain respects. China is no longer simply a tech copycat: Tencent, Alibaba and Baidu are playing a leading role in China’s shift to a consumption-led economy. Capital Group expects increasing amounts of mobile innovation... Show More
The take out from last week's Q1 GDP report was the weakness apparent in household consumption. Combined with the poor 2015/16 Capex print the week before, the GDP report highlighted that the risks to the outlook for the Australian economy and the RBA policy outlook are to the downside. Key... Show More
For the better part of 20 years, China has been the world's factory. Its low labor costs have helped tamp down inflation in developed nations by allowing them to import cheap, Chinese-made goods. The torrent of foreign direct investment that flowed into mainland China - some 900 billion US dollars... Show More