South Korea and Malaysia in focus

Samir Mehta looks at the South Korean market's strong recovery, despite significant headwinds, and explains his fresh conviction on the Malaysian market.

India’s credit cycle challenges

We have long been positive on India, with a preference there for domestic cyclical stocks. We continue to see opportunities in the banking system, but recognise...

Global research trip notes – euro-zone emerges, flying hig...

Ashley Pittard shares his thoughts on economic recovery in Europe, the earnings prospects for Boeing and the development of robotics technology in Europe

Why is modern slavery relevant to ESG?

Complex offshoring arrangements by corporations have all too often resulted in unintended human costs. How deep is the problem and does it affect Australians?

China’s watchdogs weigh in on debt

Maintaining order in China’s financial system requires heavy-handed, concerted action from regulators, but will it be enough? James Syme holds some doubts.

Hand (it) over!

I ve been turning over in my mind the question of nostalgia and whether I suffer from it. If nostalgia means the powerful recollection of strong emotions and a ...

Our current views on emerging markets

As we stand today there are clear and compelling opportunities in emerging markets. However, there are also countries facing stiff challenges and political mala...

Taking stock at the shops

Pete Davidson discusses the factors beyond the online vs. bricks and mortar retailing paradigm that are impacting retailers and consequently, sector valuations

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