Sam Volkering argues that Australia could be about to see some of the best investment opportunities in the world.
Beijing has recently launched a US$300 billion plan called ‘Made in China 2025’. It wants to become self-sufficient in a range of industries.
By the end in 2018 we will see the broader Aussie market north of 10,000 points. Think we’re nuts? Well, let’s see how it all plays out.
I’m a believer in big expectations. Setting your sights high can lead to spectacular outcomes. But, when it comes to the markets, be realistic.
In our view the Aussie stock market has a horde of bulls pawing the ground behind a gate that’s about to burst open. The Great Aussie Bull Market.
The Aussie-listed cannabis sector is up nearly 140% this year. That significantly outpaces the 20% gain for the rest of the world’s cannabis stocks.
This is what Solomon Lew (or whoever is buying) sees when they look at Myer as a business investment. But there is still the structural threat to the business to think about.
When stocks in general are in a bull market, it’s futile to think every correction is the start of something big. There’s a very small chance you might be right.
Most of the time, a book value will note if it does incredible intangible assets. There’s a reason why you need to know about the book value of a company.
Last week’s correction of 1% caused a whole bunch of anxiety and hindsight analysis, but the simple fact is, from time to time, market’s simply correct.