For TGG, the three buzzwords in Asia are: Korea, China and Japan. Korea remains the cheapest market in the world, China despite its slowdown still seems to have companies not trading at expensive valuations, and Japan has come a long way in its corporate governance. Find out more: Show More
2017 was characterized by a marked deterioration in relations between the United States and North Korea. Kim Jong Un launched at least 20 missiles last year with each test showing improved range and technical capabilities. In response, the UN Security Council unanimously adopted US-drafted economic sanctions against North Korea and... Show More
This year MSCI said it plans to add 222 mainland Chinese A-shares to their index. This heralds a further emergence of China (and more broadly Asia) as a signficant market to look out for. We see a range of opportunities in Chinese ports, telecom and select consumer companies. In Japan... Show More
Gold has been getting a lot of good press lately, with the escalation of tensions on the Korean peninsula seeing the yellow metal push back toward USD $1290oz, whilst in local currency terms we are back above AUD $1630oz. Show More
Ralton Asset Management: The risk of Chinese policy mistakes is rising. China has commenced the necessary changes to its growth model, however, the transition faces many speed bumps due to vested interests and structural imbalances. The risk of policy mistakes triggering a sharp downturn in infrastructure and property construction (even... Show More