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With the Chinese middle class population forecast to double to over 600 million over the next 5 years, which in turn increases consumer spending, it is not difficult to see why the ‘smart’ money is investing in Alibaba, one of China’s largest companies that is likened to Amazon, eBay, Paypal…
Coronavirus continues to rattle investment markets as the number of new cases outside China continues to rise posing increasing uncertainty over the impact on economic activity. And its impact has intensified following the collapse of OPEC discipline causing a further plunge in oil prices raising concerns about debt servicing for…
AMP is attempting one of the most complicated turnarounds in corporate history (if not a gold medal winner).  Brett Le Mesurier (Senior Analyst – Shaw and Partners) says “I can’t recall another company which is fighting its distribution, has declining revenue margins, increasing net outflows, implementing a substantial expense reduction program…
Investors seeking an industry sector  - that is almost certain to grow would be wise to take a look at the Waste Management sector. Andrew Mitchell (Ophir Asset Management) is attracted to the sector because “Waste is a huge industry which will increase with population growth.”  He also likes the high barriers…
Monopoly infrastructure businesses such as airports are usually considered low growth, but investors may be surprised to learn that since GFC the number of air travel passengers has almost doubled.  With the growing number of airports around the world being privatised, investors can seek to profit from this growth. Airports are…
Mark Draper (GEM Capital) writes a monthly column for the Australian Financial Review.  This article outlines the generational opportunity that is before investors in the doubling of the Chinese middle class in the next 5 years.  It was published during February 2019.   The growth in Chinese middle class is…
One of the most common questions financial advisers are asked is "how much can I spend in retirement without running out of money", and "do I have enough to retire on?". To help those who are contemplating retirement, or already retired and questioning their existing reitrement funding plans, we have…
                      Investment markets and key developments over the past week   Share markets had a very volatile week - helped initially by more policy easing globally with both the Fed and the RBA cutting interest rates but only to get…