JD

Peters MacGregor Capital Management

JD.com (JD) is often referred to as China’s Amazon. However, JD is online retail shopping with a difference. Firstly, buying behaviour and the online shopping experience in China is quite different to Australia and the United States. Online shoppers in Australia typically buy discretionary items such as books, shoes and... Show More

Jacob Mitchell

A key change across the Antipodes Partners’ Funds over the quarter has been a broadening of the technology cluster to take advantage of observed valuation dispersion. Similar to the technology bubble and subsequent “tech wreck” at the turn of the century, the market’s focus has narrowed around higher growth “winners”... Show More