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Our take on the latest investment themes

Mumbai is updating

Getting to grips with India’s financial ecosystem

by Paul Sloane 18 April 2019

The long-term outlook for Indian financial services is very strong. Paul Sloane reports back from Mumbai on the growth prospects for companies involved in this sector.

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View [Growth of the online gaming sector ] Divya Mathur on TDAmeritrade - Gaming outlook

Growth of the online gaming sector

by Divya Mathur

Divya Mathur, Portfolio Manager, Global Emerging Markets talks to TD Ameritrade about the growth of the online gaming sector and the opportunities for stock-focused investor.

17 April 2019
View [Three key themes in Emerging Markets] Abstractphone1

Three key themes in Emerging Markets

by Alastair Reynolds

Alastair Reynolds shares his thoughts on three important areas which are shaping investment in emerging markets.

2 April 2019
View [What do the proposed franking changes really mean for Australian equity investing?] AusFrankingAbstract4

What do the proposed franking changes really mean for Australian equity investing?

by Will Baylis

An interesting theme that emerged during the recent Australian reporting season has been the growing impact of political uncertainty on corporate behaviour. In particular, the expected Federal election in May has driven companies to dramatically change their short-term capital-management strategies.

1 April 2019
View [Royal Commission Report puts governance in the spotlight] AusAsianBankingAbstract1

Royal Commission Report puts governance in the spotlight

by Matthew Davison

The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry, and the governance failings aired during the hearings gives us plenty to learn for the future, and also long-term opportunities.

1 April 2019
View [REITs in Asia - An exciting "Emerging" Asset Class] AsiaREITsAbstract1

REITs in Asia - An exciting "Emerging" Asset Class

by Daniel Fitzgerald

We see significant potential for real estate investment trusts (REIT’s) across the Asia Pacific. Whilst they have been largely a developed-market phenomenon so far, incremental growth is likely to come from the emerging Asia markets, and exciting new listings are imminent in the Philippines and India.

1 April 2019
View [China's consumers - Taking a closer look] AsiaChinaConsumersAbstract3

China's consumers - Taking a closer look

by Tom Wills

The most recent data on Chinese consumption broadly shows a healthy picture over the last five years. But as investors it’s important for us to go beneath the headline figures to get a fuller picture.

29 March 2019
View [Budget surplus to drive consumption] Abstact2

Budget surplus to drive consumption

by Reece Birtles

Wage growth and tax cuts are a significant driver of household expenditure, and bracket creep provides a good basis to fund tax relief and repair consumption.

29 March 2019
View [Year of questioning growth] Incomeabstract1

Year of questioning growth

by Mark Whitehead

Global macroeconomic data has deteriorated in recent months. The question for investors now is are we entering an economic recession? Or is this just a blip in activity.

21 March 2019