tencent

Podcasts
Patrick Poke

Charlie Aitken has a simple investment philosophy: Build a concentrated portfolio of the world's best companies in structural growth sectors. And for this week’s Rules of Investing podcast, I had the rare opportunity to sit down with Charlie for 46 minutes to hear how this philosophy translates into practice. While the... Show More

Mary Manning

The positive trade outcome at the recent G20 meeting and dovish comments by US Federal Reserve Chairman Powell are both important catalysts for a rally in Asian markets into the year-end and early 2019. So for our Livewire Christmas Cracker, we are taking a look at a very attractive buying... Show More

Opinion
Alvise Peggion

Why now? This is what Japanese football fans asked themselves on the eve of the current edition of the FIFA World Cup. The Japanese Football Federation had just sacked coach Vahid Halilhodžić. Show More

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

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

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