Tag: Article
Good Value Briefing | Could Korean equities match Japan’s record stock market rally?
Korean regulators look like they may be following the path carved by Japan with the recent announcement of their Value Up program of corporate reform.
Good Value Briefing | Goldilocks: perhaps a fairy-tale, but markets still present opportunities
Investors could well be disappointed by the pace of monetary loosening in the US, yet there are some opportunities among global cyclicals.
Keeping an open mind on interest rates
Investors should take a flexible approach to the outlook for US interest rates given they may remain higher for longer than anticipated.
Be mindful of the market cycle shuffle
Every market cycle sees a reshuffling of previous winners due to new investment cycles and disruptive technologies. Is today’s market ready to reshuffle?
The multinationals you may have never heard of
For China, a strategy to align with the developing world provides a significant demand base for its emerging multinational champions you may have never heard of.
White paper: Australian banks, a matter of trust
This White Paper outlines Antipodes’ thesis on why we think Australian bank shareholders are vulnerable.
AFR: Jacob Mitchell says these stocks will beat tech blue chips
In this article published in the Australian Financial Review, Jacob Mitchell discusses how Antipodes investment team is positioning portfolios amid a more volatile market environment.
Wealth DFM: US gas opportunity emerges after decades of decay
In this article published in Wealth DFM Magazine Jacob Mitchell looks at the emerging opportunities in the US gas sector.
The investment case for Sanofi
In this article, Dr Nick Cameron, outlines the investment case for French healthcare giant Sanofi (EPA: SAN).
Good Value Investing | HOPE is an acronym, not a strategy
As we move into the new year, we have the US Federal Reserve trying to stick the perfect landing, Europe teetering on the edge of recession and China managing its exit out of COVID-zero – the new era of fiscal activism will drive greater volatility in the economic cycle, weighing on equity multiples.