CIO Paul Moore and our portfolio managers discuss whether on-the ground research in the age of the internet is worth it, what it produces, and a case study on how research-related travel enhanced the investment case for Altium. Show More
PM Capital Asian Opportunities Fund
In this short video, CommSec's Tom Piotrowski speaks with PM Capital Asian Opportunities Fund (PAF) Portfolio Manager, Kevin Bertoli about valuations, Asia’s contribution to global GDP and sectors poised for growth in China. Show More
CommSec's Tom Piotrowski speaks with PM Capital Asian Opportunities Fund (PAF) Portfolio Manager, Kevin Bertoli about the strong start to the year for Asian equity markets, the outlook for the Chinese economy and the fund’s areas of focus. Show More
Late last month Australian online employment classifieds company Seek Limited announced it was in advanced discussions with majority owned Chinese compatriot Zhaopin regarding a potential privatisation at US$18 per American Deposit Shares (ADS). Typically, the receipt of a potential takeover offer is met with high fives amongst investors. However, in... Show More
Kevin Bertoli, Portfolio Manager of the PM Capital Asian Companies Fund and the PM Capital Asian Opportunities Fund (ASX:PAF), talks about Autohome, a Chinese online car portal two and a half times bigger than Carsales.com.au. He talks about why the market has marked it down over the past 18 months,... Show More
The reaction of the markets was instructive on the day of the election results. Once the outcome was known, Asian and European markets placed their bets and markets sold off. By the end of the following day’s US trading, they were proved to be 100% incorrect. So even with a... Show More
Tom Piotrowski speaks with PM Capital Asian Opportunities Fund (PAF) Portfolio Manager , Kevin Bertoli about the impact of higher global interest rates on Asian markets and the outlook for Macau casino operators To view more Executive Series interviews, visit: https://www.commsec.com.au/market-news/executive-series.html Show More