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Brilliant Investment Thinking by Advisers for Advisers.
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Emerging markets on 'cutting edge of global trends'

Emerging markets, but primarily China, have garnered the majority of headlines in recent weeks. Whether it was the implications of Australia’s submarine...

Chip shortage to extend into 2024: Gavekal

Gavekal Asia’s research analyst Vincent Tsui released a report titled, ‘The never-ending chip shortage’ which talks about the grim reality...

September curse strikes, correction talk grows

September has historically been a bad month for markets, and it could be about to get worse. But then again, talk is cheap. Everybody in equity markets knows...

ESG - investing for impact is more art than science

ESG is now a required mantra. The most unusual funds claim this status even if they include gambling, governance recalcitrant or those with socially...

Valuing the bleeding edge

With all this talk of disruptors, it’s hard to figure out what any of them are actually worth. Less, is the prevailing wisdom. You won’t find many...

Looking beyond a rising market

Many investors have benefited from surging asset prices over the past 12 months, but the question they should ask is whether the rising tide has lifted all...

The devil is in the detail

BHP has been the most talked-about company in recent weeks, for both good and bad reasons. Investors had first to digest the massive merger deal with Woodside...

Responsible AUM grows 30 per cent, leaving market behind

As covered in Ishan Dan’s article here, the Responsible Investment Association of Australia (RIAA)recently released their Benchmark Report for 2021. It...

Fighting the bull

The environment has seemingly never been better for investors. After an incredible collapse in 2020 sharemarkets have staged a remarkable comeback, with the...

Getting too close to the fire

Sharemarkets, excluding dividends, are now as much as 70 per cent higher than their March 2020 bottoms. Overseas the recovery has been even stronger, with the...

Bank's market dominance facing existential challenge

Just what is China doing by limiting all kinds of activity and corporations? Many see this an authoritarian regime imposing restraint on its citizens. Yet this...