Isn’t it ironic…

A demand shock from China caused the first boom in commodities; ironically, an anti-supply shock from China is driving commodity prices higher now.

Nothing can out-run its fundamentals forever

James Syme highlights three significant mispricings in emerging market equities, all relating to the very largest stocks.

Re-landscaping the REIT sector

Portfolio Manager Julia Forrest argues the pending release of Westfield capital will prompt significant changes to the Australian REIT sector.

Build it, and they will come

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 ...

Asia: what a difference a year makes

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. ...

The Koreas: recent developments are not new risks

Geopolitical risk is a material and ongoing consideration in emerging market investing. We compare the Korean situation with that of the Middle East.

Tencent’s value surpasses Facebook

Alibaba, Tencent and other Asian tech giants delivered strong returns this year. James Syme discusses the importance of maintaining valuation discipline.

2017: A year of fear and loading in share markets

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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