Greece and the Euro – the next stage

It's not over yet. While on the surface Greece has opted for further austerity measures over returning to the drachma these measures may prove harsher than ever...

Asian retail – on the razor’s edge

There is a flood of venture capital-backed money flowing into Asian retail where digital disrupter's are throwing up challenges for business managements and ana...

The trade-off between Sydney property & a slowing China

With explosive growth in Sydney s house prices yet to cool and a closer look at recent employment data revealing a pause in the upward trend of the unemployment...

Down, down, profit margins are down

Earlier this month I travelled to Europe and the UK to undertake a detailed assessment of the supermarket sector. These markets are further down the road than A...

Property investors: look for long leases and fixed increases

As share markets across the globe become increasingly volatile now may be the time to revisit listed property in your equity portfolios. Great buying opportunit...

Nickels, steamrollers and emerging markets

As growth in the developed world lags and many central banks slash interest rates to record lows the appeal of emerging markets has heightened for investors who...

Could Greece be a buying opportunity?

It’s impossible to see how Greece can repay €19 billion to various creditors by year end, without borrowing much more from the very agencies to whom the rep...

Australia’s largest neighbour: short-term volatility; a long-t...

A good time for investing in well-managed businesses to own for the long term. Indonesia, I feel, is heading in a very similar direction as India did from 2012 ...

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