Investing Offshore

PM Capital

NextDC is an ASX listed company which owns and operates data storage facilities for the technology industry. Uday Cheruvu, Portfolio Manager at PM CAPITAL, believes the company is misunderstood and that the market has been slow to come to grips with NextDC’s ‘non-linear’ earnings. “The fact is that the data... Show More

PM Capital

A significant amount of foreign capital has been entering India since the election of Prime Minister Modi. Expectations are for major economic reforms and infrastructure investment, however this could be a challenge according to PM CAPITAL’s Paul Moore. “It will come down to the successful implementation of this government policy,... Show More

PM Capital

Paul Moore, Chief Investment Officer at PM CAPITAL, says if you believe current stock market action you would think we are heading for a recession. His view is that current volatility is a continuation of a ‘two steps forwards and one step back’ recovery process. “Recession concerns are being driven... Show More

PM Capital

In this interview, Paul Moore, Chief Investment Officer and founder of PM CAPITAL, provides a summary of the year that’s passed and the year ahead. He explains why avoiding group-think is critical to achieving good performance, and provides some examples of where he can see group think occurring in the... Show More

Buy Hold Sell

In this thematic discussion we look at the offshore investing opportunity. In recent years the strength in the Australian dollar has been a simple catalyst for investors to consider investing offshore. With the dollar now trading closer to the long run historical average has the opportunity changed? Roger Montgomery and... Show More