• October 16, 2018

The Asian Opportunity – One stock to ride the wave

By Robert Swift, We have been suggesting that investors take a fresh look at Asia and that includes Japan but currently excludes India.  The markets ...
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  • September 3, 2018

Finding sensibly priced growth

By Karl Hunt Growth investing has pretty much been the prevailing theme for some time now.  This is perhaps to be expected in a low inflationary, low...
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  • August 24, 2018

Chinese Bonds Following the Trail Blazed by Equities

By Kevin Smith I recently wrote about my experiences of investing in equities in China over the past 25 years (see here).  Bond markets in China are...
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  • August 8, 2018

USA China trade wars – who wins?

By Robert Swift In light of the aggressive and well publicised trade disputes between the USA and China, we thought it worthwhile providing commentary...
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  • July 31, 2018

This Tech stock is one to watch

By Kevin Smith Our view of a technology stock looks beyond the traditional sector classifications in equity markets.  Large companies that are typica...
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  • July 25, 2018

Tempted by Emerging Markets? Buyer beware, there are better opportunities

By Robert Swift We are going to briefly examine why diversifying into Emerging Markets is tempting, but potentially a mistake for Australian based inv...
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