China’s rise from student to teacher

Alex Duffy

From my initial visits to China in the early part of last decade, one element which stood out was the sheer scale of the industrial economy and the implications which a market of that size had on domestic manufacturing and industrial companies. In the construction equipment sector in 2005 it... Show More

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Why China? Why now?

Eng-Teck Tan

Hard landing? Not even close. China's GDP growth is stabilising. The country is riding on the dual trends of a growing tech and consumer culture. From almost nowhere, its private companies are becoming world-beaters in high-growth tech sectors, from smartphones to civilian drones, e-commerce to ride-sharing. Show More

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Factory of the World to Silicon Valley of the East

Eng-Teck Tan

China might seem like an unlikely candidate for innovation as it is traditionally better known for contract or original equipment manufacturing. However, with its natural advantage of a vast talent pool, financing and market access, China has most of the ingredients needed to transform into the “Silicon Valley of the... Show More

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How insider ownership can thrash the market

Nathan Bell

Research shows that founder-led companies outperform. While that might not be surprising given the recent share price performance of US tech titans such as Amazon, Alphabet, Netflix and Facebook, which are led by their founders, research shows that this phenomenon isn’t limited to the technology sector (see charts below). Show More

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Investing ahead of the curve

Livewire Exclusive

While ‘technology’ was once a distinct industry, today there is technology in every business and every sector globally. Being a successful investor in this environment means buying businesses that can stay ahead of the curve, explains Garry Laurence, Portfolio Manager at Perpetual Limited. He shares the example of Nasdaq; while... Show More

Amazon Innovation, Soros Joins Crypto Rollercoaster, Property Prices Fall

Kent Kwan

Check out our key takeaways from Amazon’s Innovation Day, plus catch up on other notable things that happened around the world this week, and what it all means for you and your investments. Show More

It's rare to find such a cash generative, innovative business

Peter Wilmshurst

Allergan (NYSE: AGN) is a specialty pharmaceutical company operating in the research, development and manufacture of pharmaceutical products. The company offers a portfolio of products that provide treatment for the central nervous system, gastroenterology, women's health and urology, ophthalmology, neurosciences, medical aesthetics, dermatology, plastic surgery, liver disease, inflammation, metabolic syndromes,... Show More

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Ignore the Buzz... but don't underestimate the importance of innovation

Ben Heap

It is difficult to consider Australia’s economic future without considering the extraordinary technological change that is impacting industries, the economy, indeed society itself, at an accelerating pace and in ways that are hard to foresee. As a high cost, low productivity nation, our goal must be to harness innovation, as... Show More

Morgans " 40 under 40 " Podcast - Interview with Rob Shand, MD of Blue Sky

Chris Titley

In the first "40 under 40" podcast series , I sit down with Robert Shand , Age 35, who is Managing Director of Blue Sky Alternative Investments Limited. Show More

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Key megatrends impacting investment markets

AMP Capital

Recent developments – including the rise of populism, developments in the South China Sea and around commodity prices along with relentless technological innovation – have relevance for longer term trends likely to affect investors. Being aware of such megatrends is critical given the short-term noise that surrounds markets. Key megatrends... Show More

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Roubini: A bad year for asset prices

Livewire News

Nouriel Roubini sees pain ahead for the global economy and markets, with a slowdown or recession being the possible outcomes in 2016. “I would rule out the recession scenario because that would require a collapse of China, a collapse of emerging markets, and a stall of growth in the US,... Show More

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Access global innovation via Marsico’s launch

Marsico Capital Management

Denver Based Marsico Capital Management’s top performing Global Equity Fund is now available to Australian sophisticated investors. Tom Marsico, the veteran consumer, tech and healthcare portfolio manager runs the strategy and typically invests in innovative growth franchises that exhibit above-trend growth, strong returns on capital that are gaining market share... Show More

The 5 big revenue opportunities at Facebook

Marsico Capital Management

Regardless of Macro environment, Marsico Capital are particularly focused on franchises that could be characterized as “disrupters”. These include companies that exhibit a business model potent enough to redistribute the revenue or profit pool of an existing industry to themselves, even as other participants struggle with the classic innovator’s dilemma... Show More

Sunset Strip | Aussie Afternoon Institutional Market Wrap

Mathan Somasundaram

Aussie market started with a big move up in line with US sentiment before Resource sector lead profit taking ate up all the outperformance. Bank sector to benefit from dividends flowing back while gold sector looks interesting as the market gets over US rate rise risk and AUDUSD holds up... Show More

Satyajit Das: Innovative destruction, not disruption

Livewire Exclusive

Satyajit Das, author of “A Banquet of Consequences” argues that innovation is slowing and todays startups in the computing and technology spaces are delivering disappointingly small changes when compared with the step-changes of former eras. “Between 1960 and 1990 when the initial phase of computing went through and particularly in... Show More

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The 20 smartest cities on the planet

Tom McKay

The 20 smartest cities on the planet. The IESE Business School in Spain has released its Annual Cities in Motion Index which ranks the worlds smartest cities based upon levels of innovation, sustainability and quality of life. To establish the ranking, researchers studied 135 cities across 55 countries, and based... Show More

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Westpac has launched a new venture capital fund targeting financial technology start ups

James Marlay

Westpac has launched a new venture capital fund targeting financial technology start ups. The venture will look to make between 12 and 20 investments and has up to $50million to invest. It has already made its first investment with a peer-peer lending business. Essentially a platform that allows borrowers and... Show More

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