Our CIO Angus Geddes joined Ausbiz interview. He sees strong investment opportunities in the Chinese and Hong Kong markets, which, despite declining 60% over the past five years, are poised for a rebound. He is optimistic about China’s economic outlook, citing strong GDP growth, consumer spending, and government actions on the property market. Geddes highlights the potential of domestic-focused companies like Tencent, Baidu, and Alibaba. Additionally, he notes China’s consistent gold purchases and anticipates a turning point for the US dollar due to rising US debt and interest costs, suggesting investment opportunities in commodities, precious metals, and the energy sector.
Related Posts
July 24, 2026 in Business
Undefended
The fatLITE is the weekly read. Membership is the position. The Verdict Brent hit $100 on Thursday for the first time since May, and the US 10-year reached 4.7%, the…
Read More
July 17, 2026 in Business
The Round Trip
The fatLITE is the weekly read. Membership is the position. The Verdict This past week, the United States and Iran exchanged a barrage of airstrikes. Crude surged and behaved the…
Read More
July 10, 2026 in Business
Didn’t Blink
The fatLITE is the weekly read. Membership is the position. The Verdict The most important thing the market did this week was refuse to trade the war. Across the week,…
Read More
