Australia's $20 billion question

Livewire Exclusive

Livewire Markets

There is approximately $20 billion of market capitalisation on the ASX with exposure to the demands of the Chinese consumer. John Lake from Paradice Investment Management has recently returned from a tour of China where he saw first-hand some of the changes and trends that are taking place. One observation is that Chinese consumers are becoming increasingly sophisticated in their tastes. 

Alibaba's venture into 'new retail' via the Hema supermarkets has been so popular that property developers believe it is influencing apartment prices in surrounding areas. Lake says the market is there for Australian companies to reach, and cites A2 Milk as one example of a company that is having to learn to adapt to the challenges of seizing the opportunity. In this short video he highlights another emerging opportunity and explains how he deals with regulatory risk when investing companies exposed to China.  


Further insights

Paradice's Mid Cap Fund does not bias value or growth but ensures they buy stocks that are cheaper than the market relative to their growth profile. Find out more

1 contributor mentioned

Livewire Exclusive
Livewire Markets

Livewire Exclusive brings you exclusive content from a wide range of leading fund managers and investment professionals.

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.


Sign In or Join Free to comment