Focal point

Our take on the latest investment themes

View [Currency Wars] BTHAugust6thAbstract

Currency Wars

by Kim Catechis

In an historic move, the US Treasury has designated China as a currency manipulator, for the first time since 1994.

6 August 2019
View [Investing in the ‘Real Asset’ Australian dream] RealAssetAbstract

Investing in the ‘Real Asset’ Australian dream

by Ashton Reid

While we’ve all experienced the frustrations of road congestion, that queue at the supermarket or indeed the rising cost of life’s necessities, there is a ‘Real’ way to ease the burden.

2 August 2019
View [China Growth – How bad is it?] BTHAug1stAbstract

China Growth – How bad is it?

by Kim Catechis

In my experience, GDP numbers rarely elicit dramatic headlines, reeking of urgency and desperation. But when China announced GDP growth of 6.2% for the second quarter, it seemed to me that anguish was in the air.

1 August 2019
View [Lessons from the rise of UK digital banks] RiseofDigitalBanksAbstract5

Lessons from the rise of UK digital banks

by Matthew Davison

Matthew Davison, senior research analyst for Martin Currie Australia, reports back from his UK research trip that despite the tough banking market conditions, it’s not all doom and gloom for banks.

31 July 2019
View [Making the grade: China’s drive for academic excellence] MakingtheGradeAbstract

Making the grade: China’s drive for academic excellence

by Michael Millar

Competition is fierce for places at China’s top universities fuelling more spending on after-school tuition. Michael Millar looks at growth prospects in the private tutoring sector.

15 July 2019
View [Change at the top – the knock-on effects] BehindtheHeadlinesAbstract

Change at the top – the knock-on effects

by Kim Catechis

Mexico’s finance minister resigns after just seven months and Turkey’s central bank governor is fired by the president.

10 July 2019
View [Europe's new power elite] BTHAbstract

Europe's new power elite

by Michael Browne

The European Parliament reopened this week, with suggested appointments for the top jobs proving very revealing.

5 July 2019