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Finding value in IPOs and Spinoffs

Peters MacGregor Capital Management

Join Nathan Bell, Head of Research, and Alex Haynes, Head of Distribution, as they explore the huge rewards and pitfalls of investing in IPOs and spinoffs. Show More

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How to survive and prosper in bumpy markets

Livewire Exclusive

Three of Australia’s leading fund managers explain how they are approaching investing at this late stage of the cycle. Our panellists discuss whether we’re already in a correction, their number one concern in today’s market, and they each share a stock idea from their part of the market. Show More

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JD.com – the Amazon of China

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

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Podcast: Will JD.com dethrone Amazon?

Peters MacGregor Capital Management

In the second episode of Peters MacGregor Global Investing Podcast, join Wayne Peters, Chief Investment Officer, and Alex Haynes, Head of Distribution, as they turn their attention to Chinese technology giants Baidu, Tencent and JD.com to discuss the markets they operate in and how these businesses stack up against US... Show More

Surviving and profiting from the market rout

Nathan Bell

If you’re a know-something investor, then you’ve likely been expecting or hoping for a correction with increased volatility for a while. Corrections are normal, what’s been abnormal is the 59% increase in the S&P500 from the low of 1,810 in February 2016 without a 5% correction. Clearly this blissful period... Show More

The Rules of Investing: Global tech giants

Livewire Exclusive

Disruption is everywhere these days. Whether it’s Amazon and Kogan disrupting traditional retail, Facebook and Google disrupting print and television advertising, or Netflix disrupting pay TV, it’s impossible to avoid. Incumbents face the dilemma of disruption: adapt to new ways and risk hurting their existing business, or stick to their... Show More

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Outlook 2018: Stars align for Asian markets

Dr. Mary Manning

Asian markets have had a very strong year, up 29% year to date in 2017 (in AUD terms). This performance has been driven by a combination of strong earnings growth and moderate multiple expansion. Outstanding market performance in China and India and strong sector performance in the Asian mega-cap technology... Show More

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A world of opportunity

Nathan Bell

After eight years of falling interest rates and quantitative easing, most investors are wondering how long before the next great fall and when it will happen, mostly so they can dump their shares and avoid the pain suffered during the GFC. Show More

The rise of mobile payments in China and what it means for Australian investors

Matthew Harper

It may come as a surprise to some that the world’s two leading mobile payments companies aren’t based in Silicon Valley. While a lot of attention has been focused on ApplePay, PayPal and Stripe in the mobile payment race, two Chinese companies have shown the world exactly what a m-payment... Show More

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There is No Such Thing as the “Asian Consumer”

Dr. Mary Manning

The concept of the “Asian Consumer” has captured the attention of many investors. However, talking about the Asian Consumer as a homogenous group is misleading. A closer look at demographics, household income, urbanization, gender purchasing power and channel shift, shows that there are at least 10 different consumer groups within... Show More

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Two tech stocks worth knowing about

Andrew Macken

With plenty of buzz about the FANG stocks, the next time you think of the word FANG, think about the underlying power of the business models and applying this to other stocks. Show More

Aitken on markets: The good, the bad & the ugly

Livewire Exclusive

This week Livewire attended the ‘Better Manage your Wealth’ seminar, hosted by Market Matters. The event featured talks by a number of speakers including James Gerrish of Shaw Stockbroking, and Charlie Aitken of AIM. Here’s a wrap on Charlie’s current views on 'the good, the bad, and the ugly'... Show More

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Amazon and Google report strong growth. Here's why they keep getting bigger

Anshu Sharma

Amazon and Google, two of the world’s top ten biggest listed companies, jumped around 4% in the aftermarket on the back of above-market quarterly revenue numbers released overnight; they showed organic growth of 23% and 22% respectively. These numbers are significant, but it’s important to contextualise them with reference to... Show More

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China’s Tech Giants Are Leapfrogging the U.S. in Mobile Innovation

Paul Hennessy

China’s internet companies are developing cutting-edge mobile applications and leapfrogging the titans of U.S. technology in certain respects. China is no longer simply a tech copycat: Tencent, Alibaba and Baidu are playing a leading role in China’s shift to a consumption-led economy. Capital Group expects increasing amounts of mobile innovation... Show More

China's booming e-commerce market faces challenges as regulators seek to restrict online payments

Investorlink Group

Proposed regulations to severely limit online payments in China could shake up one of the country's most innovative and valuable markets, experts warned this week. If implemented, it would impose caps on the value of online transactions of as little as 1,000 yuan (US$157). http://www.scmp.com/tech/e-commerce/article/1854684/chinas-booming-e-commerce-market-faces-challenges-regulators-seek. Show More

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Are China's web giants executing better than the west

Tom McKay

Are China's web giants executing better than the west? One of the most important businesses in the Tencent empire is WeChat, a mobile messaging service, estimated to be worth $64bn, three times the price Facebook paid for WhatsApp. WeChat currently has more than 270 million users who use the platform... Show More

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