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Samir Mehta sheds light on why he's more optimistic on Malaysia and explains China's role in supporting Malaysia's future.
Samir Mehta sheds light on why he’s more optimistic on Malaysia and explains China’s role in supporting Malaysia’s future.
Assessing relative currency value is one of the five core components of our investment framework. Here, James Syme talks about ways to assess relative currency value, including a country's current account and trade balances as key indicators.
Assessing relative currency value is one of the five core components of our investment framework. Here, James Syme talks about ways to assess relative currency value, including a country’s current account and trade balances as key indicators.
We have long been positive on India, with a preference there for domestic cyclical stocks. We continue to see opportunities in the banking system, but recognise that a broad credit recovery may still be some way off.
We have long been positive on India, with a preference there for domestic cyclical stocks. We continue to see opportunities in the banking system, but recognise that a broad credit recovery may still be some way off.
Complex offshoring arrangements by corporations have all too often resulted in unintended human costs. How deep is the problem and does it affect Australians?
Complex offshoring arrangements by corporations have all too often resulted in unintended human costs. How deep is the problem and does it affect Australians?
Maintaining order in China’s financial system requires heavy-handed, concerted action from regulators, but will it be enough? James Syme holds some doubts.
Maintaining order in China’s financial system requires heavy-handed, concerted action from regulators, but will it be enough? James Syme holds some doubts.
As we stand today there are clear and compelling opportunities in emerging markets. However, there are also countries facing stiff challenges and political malaise. The key is to be selective in what you own.
As we stand today there are clear and compelling opportunities in emerging markets. However, there are also countries facing stiff challenges and political malaise. The key is to be selective in what you own.
