Small caps – China driving a boom in consumer categories
Another major theme which has been playing out for some time but had a pronounced effect over the past few months has been the impact of the Chinese consumer in Australia. A potent combination of the falling Australian dollar, creation of a number of Free Trade Zones in China and a strong perception around Australia’s products being “clean and green” has driven a boom in a number of consumer categories. Chief amongst those we have exposure to in our various funds has been infant formula and vitamins. You can read further at “Small Talk: The benefits of self help” (VIEW LINK)
Never miss an update
Enjoy this wire? Hit the ‘like’ button to let us know.
Stay up to date with my current content by
following me below and you’ll be notified every time I post a wire
Established in 1961, Schroders in Australia is a wholly owned subsidiary of UK-listed Schroders plc. Based in Sydney, the business manages assets for institutional and wholesale clients across Australian equities, fixed income and multi-asset and global equities.
We believe in the potential to gain a competitive advantage from in-house global research; that rigorous research will translate into superior investment performance. We believe that internal analysis of investment securities and markets is paramount when identifying attractive investment opportunities. Proprietary research provides a key foundation of our investment process and our world-wide network of analysts is one of the most comprehensive in funds management.
2 topics
3 stocks mentioned
Comments
Comments
Sign In or Join Free to comment