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Human sacrifices, active management and the ‘most valuable company in the world’

Active managers have been “getting it in the teeth” since the GFC, but that’s about to change as the massive misallocation of capital unwinds. The most valuable companies in the world are trading at a multiple that doesn’t befit their status.

Lachlan Maddock | 3rd Mar 2023 | More
EM investors see a stock picker’s dream

The woes never seem to end in emerging markets, but their proponents see the current upheaval as a chance to take advantage of dirt-cheap valuations. China’s regulatory crackdown still has investors running scared, but Joseph Lai, chief investment officer of Ox Capital, says he and his team are like “kids in a candy shop”. Lai…

Lachlan Maddock | 9th Feb 2022 | More
Market storm won’t change winners and losers

A storm has hit global equity markets. But investors should ignore the blood on the floor and focus instead on the big structural changes that will underpin earnings for decades to come. “The storm that’s hit Australian equity markets in the last couple of days is a storm we’ve been sitting in for the best…

Lachlan Maddock | 25th Jan 2022 | More
  • Emerging markets forge their own green revolution

    Emerging markets have languished for years despite their explosive economic growth. But the new inflationary epoch – and a burgeoning focus on ESG – might turn all that around. Emerging markets can be a tough game. A decade of lackluster performance compared to their developed market counterparts has culminated in massive regulatory upheaval in China,…

    Lachlan Maddock | 14th Jan 2022 | More
    Winners and losers in the new great game

    China’s regulatory crackdown is just one piece of the puzzle when it comes to investing in Asia. The real game is geopolitics – and in that area, things are heating up. “I think Asia will probably look better as we move into 2022. I think the remainder of 2021 is really about timing of entry;…

    Lachlan Maddock | 1st Oct 2021 | More
    Semi-Loved and Semi-Understood – but Semiconductors Rule

    Semiconductors would have to be one of the most pervasive and critical pieces of technology in our daily lives – but they are usually not thought about very much. They certainly don’t seem to get the investment love like they should, or get talked about as much as, say, the FAANG stocks or electric vehicle…

    James Dunn | 31st Aug 2020 | More