Foreign investing: Global Consumer Staple Stocks to Watch
They’re the brands we use every day, they’re the colourful staples that compete for our attention on the supermarket shelves, but they’re also part of an investment sector with major potential. The consumer staples sector captures companies selling everything from toothpaste to chewing gum, from chocolate bars to fish-fingers. Garry Laurence, portfolio manager of the…
Global Strategy: Emerging Markets the Best Bet
At first glance, the current environment remains rather favorable for equity investors. Profitability is strong and continues to rise around the world, interest rates are still very low in most countries and valuations don’t yet look excessive, for the most part. But after an exceptionally positive 2017 and a rip-roaring start to 2018, investors have…
Why global equities?
By Magellan Group Australians have heavily tied their financial fates to Australian equities. Australian stocks have certainly proved to be good investments over the past two decades. The industrialisation of China boosted commodity prices, which has helped Australia’s economy expand continuously since the early 1990s. Our banks and mining stocks, in particular, thrived. But is…
Why look for value rather than growth in China?
The general perception surrounding China is that it is an ideal market to search for growth. The reality is that China is a very unique and policy-driven economy. The extent of policy and government regulation make it a complex market to navigate, and the regulatory framework evolves at a fast pace. China is also a…
Four Asian stocks with strong long-term upside
Karl Shen and Zhao Chen Research analysts Fubon Securities (Hong Kong) Limited China Aoyuan Property (3883 HK) An an investment holding company headquartered in Guangzhou, China Aoyuan Property’s (Aoyuan) core business is boutique property development with residential and commercial real estate projects located in Guangdong and Shenyang, as well as in Beijing, Chongqing, Guangxi and…
Aussie traders get set for goliath IPO, Alibaba
Given that it’s being billed as Amazon and Yahoo combined, it’s hardly surprising that the decision by the world’s biggest e-commerce company, China-based Alibaba Group Holding Ltd to IPO on one of the two New York exchanges has captured global market attention. This long awaited blockbuster IPO is expected to fetch as much as $15…
The Best Performing Market Over The Past 10 Years
How much would you have made over the last 5 or 10 years if you had invested in the US, Europe, emerging markets or Canada? And how do these market returns compare to Australia? Investing in the USA If you’d invested your money in the US sharemarket over the past ten years, it’s likely that…
Overseas shares not so taxing
It’s all very well to talk about buying overseas shares, but what about the tax issues? As one of our readers pointed out, two issues that may impact negatively on Australians investing in foreign shares are our dividend imputation system, and the foreign with-holding taxes on dividends and capital gains. Let’s deal with the second…