Why investors are reconsidering the 'anything but China' trade
Tom Richardson, from Paradice Investment Management shares his views on Aussie small caps and China's recently announced stimulus package
Caroline Gurney, CEO of Future Generation, speakers with Tom Richardson, Portfolio Manager at Paradice Investment Management about the impact of China's recently announced stimulus package and how it may influence the "Anything but China” (ABC) trades.
“Anything but China” means exactly what it says - too much risk, too much downside as the world’s second-biggest economy undergoes its own shuddering slowdown.
Tom shares why the scale of the initial package – and the fact it caught many unaware – was enough for investors to sit up and take notice.
“This was a very large stimulus package; something that we hadn’t seen for a number of years from China,” he said.
Tom also shared his views on gold, Australian small caps and several stock picks.
Listen time 18 minutes: (VIEW LINK)
Transcript available here.
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The Future Generation Companies, Future Generation Australia (ASX: FGX) and Future Generation Global (ASX: FGG), are Australia’s first listed investment companies to provide investment and social returns.
Future Generation provides shareholders with exposure to leading Australian and global fund managers who deliver a stream of fully franked dividends and capital growth to investors. This group of leading fund managers manages $1.3 billion in assets on a pro-bono basis, waiving their performance and management fees. Their generosity allows the Future Generation companies to invest 1% of net tangible assets each year in not-for-profit organisations.
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Future Generation
The Future Generation Companies, Future Generation Australia (ASX: FGX) and Future Generation Global (ASX: FGG), are Australia’s first listed investment companies to provide investment and social returns. Future Generation provides shareholders...
Expertise
Future Generation
The Future Generation Companies, Future Generation Australia (ASX: FGX) and Future Generation Global (ASX: FGG), are Australia’s first listed investment companies to provide investment and social returns. Future Generation provides shareholders...
Expertise
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