February 15 2018
A demand shock from China caused the first boom in commodities; ironically, an anti-supply shock from China is driving commodity prices higher now.
February 13 2018
James Syme highlights three significant mispricings in emerging market equities, all relating to the very largest stocks.
February 12 2018
Portfolio Manager Julia Forrest argues the pending release of Westfield capital will prompt significant changes to the Australian REIT sector.
February 2 2018
Ashley Pittard shares his team's thoughts on investing in China through Macau's leisure and entertainment industry, with insights into the Chinese Government's ...
January 10 2018
Unlike this time last year, there is general sense of optimism with equities in Asia. As Samir Mehta notes, even in more positive times, vigilance is required. ...
January 9 2018
Geopolitical risk is a material and ongoing consideration in emerging market investing. We compare the Korean situation with that of the Middle East.
December 18 2017
Alibaba, Tencent and other Asian tech giants delivered strong returns this year. James Syme discusses the importance of maintaining valuation discipline.
December 13 2017
What drove markets this year and where are they headed in 2018? BT Investment Management's portfolio managers share their thoughts on the major asset classes.
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