Battle of the Tech Titans: China vs US

Wed 06 March 2019 12:19 PM

Recent articles

Nine out of ten international stocks purchased by nabtrade investors are technology based including Apple, Amazon and Alphabet. Recently however, investors have started looking toward the Asian tech giants such as Tencent, Alibaba and Baidu for diversification and growth opportunities. So which region holds the greatest opportunity for investors?

In this short but highly actionable podcast, Jon Tringale of WCM Investment Management outlines:

WCM’s preferred stocks in both Asia and the US
Why they’ve recently started selling Amazon
Which stocks they’re avoiding, and
Which companies are best positioned for longer term growth opportunities in areas such as payments.

If you are pressed for time, consider listening at 1.5x or 2x the usual speed – this can actually improve your retention of information while saving time.

Recent articles

The risk outlook for global debt markets

There has been recent commentary on the quality of global credit currently being issued and the risks involved, with fears that GFC-like mistakes may be repeated. Other concerns include the spectacular rise of passively managed bond portfolios and fears of a vicious cycle should the market turn.

20 March 2019

The great Australian dream: outlook for the residential property market

Residential property remains the asset class that most Australians aspire to own, both as owner occupiers and investors. After five years of astonishing growth in our largest cities, house prices are falling in some areas, with potential consequences for the wider economy.

13 March 2019

Battle of the Tech Titans: China vs US

Recently investors have started looking toward the Asian tech giants such as Tencent, Alibaba and Baidu for diversification and growth opportunities. So which region holds the greatest opportunity for investors?

6 March 2019

Crystal ball on the AUD and what it means for your portfolio

This time last year, we spoke to NAB’s head of FX Strategy, Ray Attrill who forecasted the movement of the AUD for 2018. If we revisit that episode, we can’t help but notice his predictions were fairly accurate. In this much needed follow up episode, Ray looks at the outlook of the AUD.

27 February 2019