The present decade is a particularly interesting time for automotive technology, where a number of changes may be conspiring to turn the industry upside down, creating risks for incumbents and opportunities for newcomers. They may also bring investment opportunities for us, if we can get it...
“Everything comes to us that belongs to us if we create the capacity to receive it.”
– Rabindranath Tagore
Amid concerns over China’s weakening housing market, stock prices of Chinese home appliance manufacturers have taken big falls. No doubt the sector is facing major challenges, but the trend of consumption upgrades, the potential of e-commerce and the emergence of the Internet of Things...
Kerr, with the help of Andrew Clifford, founded Platinum in 1994 with a view to making money for investors. The emphasis was on continuing the successful investment approach.. More
At the Sydney Chain Reaction Foundation Breakfast Café, Kerr Neilson shared some important observations about the link between business development and economic prosperity on the one hand, and social cohesion and inclusion on the other.
The current headlines and weak behaviour of stock markets – particularly the negative sentiments around China – may be causing concerns among our clients. Here we attempt to shed some light on the larger issues at play.
Consumer sector team leader, Ian Carmichael, explains the rise of the Chinese consumer and the effect on tourism and retail sectors worldwide.
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