Part 1: Whilst we expect that the Australian resources sector will remain a key beneficiary from the continued growth of the Chinese economy, the opportunities across sectors are becoming broader.
Part 2: We look at the opportunities for commodities arising from the shift from investment to consumption in China.
Part 3: Increasing affluence and changing consumer preferences in China have broadened opportunities in the region for Australian businesses.
Following the recent $22 billion bid for Sydney Airport, Catherine Allfrey and Kirsty Mackay-Fisher sit down with Livewire Markets to take a better look at the bid itself and whether or not it presents fair value for the asset.
The WaveStone Australian Share Fund has been named in Livewire’s inaugural Top 100 Rated Funds Series.
In this episode of Buy Hold Sell, Catherine Allfrey sits down with Livewire for a look at some of the mid-cap stocks that could be inching their way up to the lofty top 20.
In this thematic episode of Buy Hold Sell, Catherine Allfrey talks all things midcaps, including the positives and negatives of having midcaps in your portfolio and where they’re seeing opportunity in the space.
In this episode of Buy Hold Sell, Catherine Allfrey joins Livewire Markets to discuss five local founder-led businesses.
WaveStone look back on the key drivers of the quarter including The Australian market marched on over the March quarter gaining 4.2% driven by positive earnings revision, M&A and positive leads from the US market with further stimulus announced by President Biden in his first 100 days
Catherine Allfrey analyses what makes a top Australian company and predicts what sectors we may see more of in the coming decades
WaveStone discuss the impact of climate change on the Australian insurance sector.
WaveStone discuss the key developments in the December 2020 quarter including the US elections and the second wave of the Coronavirus.