How will you identify the great businesses of tomorrow? Investors will need to look at online technology platforms domiciled in China, which are now the largest e-commerce market in the world. This whitepaper looks at the key attribute of these businesses, and highlights some of the companies we believe could be the businesses of the future.
In this article published in the Herald Sun, Roger talks about the impact of household debt, low interest rates and the pressure that could put on earnings for some of our biggest retailers. Read here.