What’s the most important tool for valuing a company?

May 23rd, 2017 FUNDamentals

Seven fund managers with diverse opinions take us through the tools they employ to evaluate a company, plus commentary on bond ETFs, China’s monetary policy, green bonds, and Silicon Valley’s negative impact on productivity.

Chinese company, Eagle Health to list on the ASX

May 22nd, 2017 The C-Suite

On June 29, Chinese company, Eagle Health will begin an IPO on the ASX. It’s part of the company’s strategy to increase confidence with health-conscious Chinese consumers.

The week that was & the week ahead

May 19th, 2017 The Constant Blogs

Economist Stephen Koukoulas charts the week in finance with a preview of what’s to come.

Is the budget good or bad for investors, on balance?

May 16th, 2017 FUNDamentals

Not bad, quite bad and mixed. One thing our 5 fund managers do agree on is that the budget isn’t good for investors. Also this week a report from the 2017 Bennelong Investment Forum, China’s growth, Amazon in Australia and house prices.

Budget preview, ANZ says bài bài la to Asia and RBA’s game of chicken

May 4th, 2017 Talking Finance

ANZ is pulling out of Asia – not completely – CEO Shayne Elliott says that it’s part of their growth story and they’re focussing on a set of core strengths.

The Reserve Bank kept rates on hold this week because they still have concerns about housing and household debt. Gareth Aird deciphers what this means for investors and potential home buyers.

War with North Korea is not as likely as you might think

April 26th, 2017 The Spotlight

If you go to North Korea, be sure to take a satellite phone and a well stocked medical kit – you don’t want to risk the hospital.

US based Peter Hayes of Sydney University’s Centre for International Security Studies has visited North Korea 7 times to fully understand the culture and politics of the country.

North Korea and China: the changing region and its impact on investments

April 20th, 2017 Talking Finance

Talking Finance heads north to Korea and China.

We cannot escape ‘duck and cover’ news from North Korea. The geopolitical control in the region seems to shift on an almost daily basis. Peter Hayes has been to Korea 7 times and explains how investors can interpret the shifting sands.

Duncan Calder is a former head of the Australia China Business Council and now runs Contour Capital. He weighs up the risk of the US starting a trade war with China.

Enjoy reflation while it lasts (‘cos it won’t last long)

April 20th, 2017 Full Interviews

Card carrying secular stagnationist Gerard Minack expects reflation to run out of steam in the second half of the year.

China’s growth stabilises with a return to the investment-led model

April 20th, 2017 Full Interviews

Despite saying they’re moving toward more services and consumption led growth, China appears to be going back to their previous plan of investment-led growth.

Betty Wang is a Senior Economist at ANZ Research in Hong Kong. She tells Alan kohler that growth has stabilised, but appears to be underpinned by debt funding.

How much can your company produce in an hour and at what price

April 7th, 2017 Community Catchup

Peter Magee is a member of The Constant Investor community with some great insights into high net worth investors as well as investing in China.

Watching high net worth investors, Peter Magee learned to cut out the noise and focus on the basic economics of the companies he invests in – down to the units of production and profit margins on each unit.

Peter also worked in mergers and acquisitions in Hong Kong where he learned a lot about investing in China. He tells James Brandis that quarterly reporting makes Chinese companies difficult to assess, so instead of investing directly he prefers managed funds.




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May 27th, 2017 : Get ready to buy, retail’s bad week & Bitcoin explained (sort of)


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Category: The Money Cafe