Focal point

Toughing out the trade war

by Kim Catechis 9 August 2019

The latest data indicates a picture that is more nuanced than headlines suggest. It appears that China is not imploding and investors are having trouble cutting through the noise.

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View [Currency Wars]

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]

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?]

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]

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]

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 [Premiumisation in Emerging Markets – a rapid growth story]

Premiumisation in Emerging Markets – a rapid growth story

by Andrew Mathewson

How the shifting consumer landscape in emerging markets is fuelling growth

10 July 2019

View [Change at the top – the knock-on effects]

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 [Antibiotics: A success story for investor pressure?]

Antibiotics: A success story for investor pressure?

by David Sheasby

Tangible steps are being made to reduce the use of antibiotics in agriculture. Collective action from investors has played an important role.

8 July 2019

View [Europe's new power elite]

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