Latest Commentary




To date I’ve avoided ASX-listed “China” companies but I’m coming around to the view that there could be money to be made in some of these stocks, particularly the a2 Milk Company (ASX: A2M). T..

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One of my funds top five holdings – the world’s leading luxury goods manufacturer and retailer LVMH – has already released an update to the market that defied all the pessimists.

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