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Why China excites economists, disappoints investors

While all high-growth markets, such as many emerging markets, tend to disappoint equity market investors over long periods, China is a standout, according to Gerard Minack. The country is ‘the world’s best practice dilutor” of capital, he says. It’s the dilution of share capital, because of China’s allocation of capital through high levels of investment,…

Greg Bright | 5th Feb 2021 | More
Williams to depart Parametric next month

Raewyn Williams has resigned from Parametric Portfolio Australia and will leave the firm at the end of February, after seven years there. She is Australia’s best-known exponent of after-tax investing, who has been a prolific producer of global and Australian research on the topic. It is understood Williams, the managing director, research, who started her…

Greg Bright | 20th Jan 2021 | More