Five megatrends shaping new investment opportunities
Although Australia has a bustling economy, we sometimes forget it represents just two per cent of the global economy. This presents Australian investors with a challenge and an opportunity to identify and gain exposure to some of the largest structural global megatrends. Why consider megatrends when investing in stocks? Structural trends can provide a sustained […]
Making sense of the Hong Kong collapse
It was a tumultuous day on July 8th in Hong Kong. The 5.8 percent collapse in the Hang Seng Index marked the sharpest one-day fall in the equity index since 2008. Meanwhile, on the Chinese Mainland, the country’s casino-like stock market continued its roller-coaster ride. Chinese Mainland equities have lost more than US$3.5 trillion value […]