One market theme to outperform

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While infrastructure stocks garner all the attention in this low-growth, low-rate market, Marcus Padley, Director of Marcus Today, thinks they’re ‘highly-priced.’ Instead, he identifies Chinese-consumer facing stocks, such as Blackmores and Bellamy’s, as a sector that will continue to “sparkle and amaze.” He says that Chinese businesspeople place a higher level of trust in Australia than other Western countries, and he think we could see a major Australian financial services company opening up in China, or even dual-listed companies, over coming years. “We haven’t even scratched the surface of what Australia’s relationship with China will look like.” Watch the full interview below:

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