Investment


Chinese investment in Australia plunges as relations sour

Chinese investment in Australia plunges as relations sour

(ATF) Chinese investment in Australia plunged almost two-thirds last year to less than US$1 billion as the impact of coronavirus was compounded by increasingly fraught relations.The new figure marks the fourth straight annual drop and is just a fraction of the US$13 billion injected into the country in 2016, with …

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Flexibility is key to fixed income in 2021 even if inflation rebounds

Flexibility is key to fixed income in 2021 even if inflation rebo

(ATF) Traditionally, fixed income has been a diversifying asset class that typically performs well when risk markets such as equities sell off. However, many are questioning whether this approach is still as effective with bond yields so low — and with good reason. In the first quarter of 2020, the …

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China pivots towards consumption to promote its self-sufficiency

China pivots towards consumption to promote its self-sufficiency

(ATF) China's dual circulation strategy is not a pivot away from exports but marks a shift in focus to consumption away from investments, Preston Caldwell, senior equity analyst at Morningstar, told Asia Times Financial Television.Last year’s rollout of Beijing’s strategic priorities for the next five years signalled a desire on …

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How the SPAC 'bubble' can help establish pricing norms

How the SPAC 'bubble' can help establish pricing norms

(ATF) The special purpose acquisition company (SPAC) market is to me one of the major focal points going forward for a host of reasons. Why are SPACs so trendy and will this trend last for a long time? Or is this another bubble that will end in tears? It certainly …

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Look beyond US tech stocks and find value in Asia

Look beyond US tech stocks and find value in Asia

(ATF) Given the extensive economic damage created by the Covid-19 pandemic, it may seem strange that global stock markets are near record highs. This is largely explained by a stunning recovery in the shares of leading technology companies, especially those in the US and China.Three factors are behind the rally …

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In the race for foreign investment, can India gain from China’s loss?

In the race for foreign investment, can India gain from China’s loss?

(ATF) Global value chains are expected to diversify away from China in the aftermath of the Covid-19 pandemic and the US-China trade war and India is hoping to position itself as an alternative manufacturing destination and unleash a wave of economic growth.It is inevitable that global investors will undertake a …

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Four private investing lessons from public pandemic policies

Four private investing lessons from public pandemic policies

(ATF) Managing a public pandemic policy involves many of the same skills as managing a private investment portfolio. Both require good data, a solid understanding of probability and statistics, and the ability to make decisions and implement actions that will measurably improve your results. In this article, I share just …

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Why real assets deliver more than just diversification

Why real assets deliver more than just diversification

Diversification is a priority for institutional investors when including real assets into a multi-asset portfolio. The income-generating potential of real assets seems to be largely underappreciated. In fact, real assets are able to deliver attractive income given risk factors that drive the value of these assets, and is especially sought-after …

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Chinese asset markets – time for foreign investors to get serious

Chinese asset markets – time for foreign investors to get serious

(ATF) Isn’t it about time that international investors took Chinese asset markets a little more seriously? On pure GDP terms, it is the second-largest economy in the world, and the Chinese economy has clearly emerged. Only issues to do with the liquidity of its financial markets, the openness of its …

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