Date: 24 November 2014
India and Australia and both courting each other to develop a strong trading partnership. China as a trading partner over the last decade has dominated, however Kevin discusses why he believes Australia is trying to broaden this, to the far less developed Indian market.
Kevin explains how the new Free Trade Agreement with China may take a long time to have any tangible benefit for the majority of the market place, and the risk’s in the Chinese market.
Kevin closes on why PM CAPITAL still doesn't have any exposure to the Japanese market.
Date: 30 September 2014
During the quarter I attended a conference hosted by Deutsche Bank, travelling to Hong Kong, Tokyo, New York, Washington DC, Frankfurt and London where we were given access to senior figures within major central banks and Government treasury departments, the IMF, as well as the major rating agencies, political and strategic think-tanks, the corporate sector and market analysts.