Navigating a crisis with David Koch

Tue 24 March 2020 04:54 PM

Recent articles

Kochie has been a business journalist – and a business owner – covering economics and business for more than four decades. He’s seen – and survived - the Global Financial Crisis, the tech wreck, 1987’s Black Monday, the Asian Financial Crises and even the Gold Crisis of the late 1970s. So what can he tell us about how to survive as an investor and/or as a business owner about how to manage the coming weeks and months?

In this podcast, Kochie speaks from his own experience about:

Where to find quality information in a rapidly changing environment
Why businesses need to ‘go hard and go early’ to survive a crisis
What investors, including retirees, should do to shore up their savings
How to help small business at a crucial time, and
Why this time it really is different.

Recent articles

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Dividends, franking and the new normal - a 40% decline?

With major Australian companies cutting and deferring dividends, investors relying on equities for income are facing a challenging year ahead. Martin Currie’s Australian equity team have crunched the numbers and estimate a cut of 40% in yield for the ASX200 in 2020.

20 May 2020

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Emerging Markets – mega cities and technology leadership in the Covid19 era

Prior to the Covid19 crisis, the rise of China was one of the driving growth opportunities behind many Australian companies and global mega-caps (think Tencent and Alibaba). Yet many other emerging markets offer similar trends – technological prowess, an educated and increasingly wealthy middle class, and rapid urbanisation.

6 May 2020

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Downturn and recovery – how the economy and markets can respond to the pandemic

Precipitous falls on global markets have been followed by thrilling bounces, while economic data is weak and getting weaker. Australia has so far avoided the worst of the health crisis, but its economic fortunes appear much less optimistic, with predictions of recession and even depression. So are share markets looking complacent?

22 April 2020

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The Bear Case – How bad can it get?

Despite the horrendous toll of Covid19 dominating the headlines, markets are showing surprising resilience following their initial sharp falls. Recent bounces have been some of the largest in history, illustrating the optimism of some market participants. So is all the bad news priced in?

8 April 2020