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A turning tide: Why contrarians are turning to China

26 July 2022 • By Jonathan Pines • 1 min read

A turning tide: Why contrarians are turning to China

This year could turn out to be the year of the Tiger for Chinese equities after all. After a shaky 12 months, foreign investors are beginning to retur...

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A turning tide: Why contrarians are turning to China

Why demographics are crucial for getting long-term investments right

Global ‘super-drivers’ fuel changes that impact businesses and markets around the world including Australia, and they also hold the key to success...

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A turning tide: Why contrarians are turning to China

The three peaks challenge: The markets’ race against time

Inflation, interest rates and the US dollar all need to peak this year before markets calm down. Global growth won’t resume until the recent sp...

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A turning tide: Why contrarians are turning to China

Stock market defining moments

Defining moments in stock market history include the 1987 Black Monday crash, 2000 Dot-com bust and 2008 Global Financial Crisis. These moments mark w...

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A turning tide: Why contrarians are turning to China

The US dollar and emerging markets

The US dollar (USD), as measured by the DXY, has strengthened 9 per cent since 1 November 2021. This came off a combination of (1) the “Fed Pivot”...

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A turning tide: Why contrarians are turning to China

An alternative investment that can provide less volatility with greater performance

As investors look for alternatives to today’s volatile share markets for their investment portfolios, there are many reasons why private markets are...

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A turning tide: Why contrarians are turning to China

ESG by the numbers

An underlying premise of ESG investing is that socially responsible companies produce superior financial results as firstly it is focused on the great...

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A turning tide: Why contrarians are turning to China

Rule number one, don’t lose money

This year’s moves in equities have rammed home the importance of risk management. In what follows, we want to make three suggestions: avoid assets t...

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A turning tide: Why contrarians are turning to China

High yield is not a meme stock

What do meme stocks, cryptocurrencies, unprofitable technology stocks, and foreign ADRs with no claims on assets have in common? Collectively, they ha...

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A turning tide: Why contrarians are turning to China

Asset managers key to stemming biodiversity loss

Biodiversity is increasingly demanding the attention of global investors because our food supply, health and economic wellbeing rely on stable and thr...

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