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.

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