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Research Coverage
January 2024
Important Information:
This webinar contain information specifically intended for institutional clients, asset consultants, advisers, platforms and researchers, who are professional investors and wholesale clients (as defined in the Corporations Act 2001).
I confirm that I am a professional or wholesale investor as defined by the Corporations Act 2001 and wish to proceed.
Ned Bell, Chief Investment Officer, discusses the highlights, surprises and lessons learned from 2023, why certain Chinese companies are looking compelling despite the prevailing bearish sentiment, and why the team are focused on finding the biggest disconnects between quality and value, where they see room for multiple expansion and earnings growth.
Ned Bell, Chief Investment Officer, discusses the highlights, surprises and lessons learned from 2023, why certain Chinese companies are looking compelling despite the prevailing bearish sentiment, and why the team are focused on finding the biggest disconnects between quality and value, where they see room for multiple expansion and earnings growth.
