Opportunity Australia – 2011

High profile members of Australia’s financial services sector, senior political figures and offshore managers met last month in New York and London to discuss the risks and opportunities involved in entering Australia’s fast growing investment market.

Australia’s ambassador to the United States, Kim Beazley, was at  key note speaker in New York and other speakers at the Opportunity Australia series included representatives from Australia’s $79 billion sovereign wealth fund, senior investment staff from major superannuation funds and executives from the country’s leading legal, banking and financial services companies.

 

 

 

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Investors head back to EM as US tech capex bill mounts

Investors head back to EM as US tech capex bill mounts

US tech mega caps are grappling with surging capital expenditure, casting doubt on whether the premium attached to these stocks in the AI super cycle has become detached from fundamentals. Investors are now turning their attention to emerging markets equities where they have the opportunity to buy into the AI hype at a much lower price.

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