In this interview with Peter Switzer, Roger Montgomery discusses interest rates and the tension between the United States and China. Roger explains that while the US would like to raise rates but can’t, China would like to cut rates but should not. What does Roger expect to be the next stage in this bear market?
You can listen to all of the team’s television interviews through browsing our media library, view more clips here.
Roger Montgomery is the Founder and Chairman of Montgomery Investment Management. Roger has over three decades of experience in funds management and related activities, including equities analysis, equity and derivatives strategy, trading and stockbroking.
Prior to establishing Montgomery, Roger held positions at Ord Minnett Jardine Fleming, BT (Australia) Limited and Merrill Lynch.
This post was contributed by a representative of Montgomery Investment Management Pty Limited (AFSL No. 354564). The principal purpose of this post is to provide factual information and not provide financial product advice. Additionally, the information provided is not intended to provide any recommendation or opinion about any financial product. Any commentary and statements of opinion however may contain general advice only that is prepared without taking into account your personal objectives, financial circumstances or needs. Because of this, before acting on any of the information provided, you should always consider its appropriateness in light of your personal objectives, financial circumstances and needs and should consider seeking independent advice from a financial advisor if necessary before making any decisions. This post specifically excludes personal advice.
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Really enjoyed listening to your views on all the topics raised. You mentioned Telstra hasn’t increased its earnings for 15 years, do you think Telstra will break that duck with the combined NBN, Asia business (philippines etc), E-health and internet of things?
Also out of curiosity, are your team aware of what companies will transmit the automated car guidance data? Companies like Telstra? Or will BMW etc use satellites (who benefits from that?).
Be great to hear your thoughts on Apples recents result.
Previous to the results you viewed them favourably.. Interested to hear your views, given the market didn’t seem to approve.
Tristan Harrison
:
Hi Roger,
Really enjoyed listening to your views on all the topics raised. You mentioned Telstra hasn’t increased its earnings for 15 years, do you think Telstra will break that duck with the combined NBN, Asia business (philippines etc), E-health and internet of things?
Also out of curiosity, are your team aware of what companies will transmit the automated car guidance data? Companies like Telstra? Or will BMW etc use satellites (who benefits from that?).
Roger Montgomery
:
Excellent question for us to look into.
Josh Hose
:
Enjoyed your comments Roger.
Be great to hear your thoughts on Apples recents result.
Previous to the results you viewed them favourably.. Interested to hear your views, given the market didn’t seem to approve.
Cheers Josh
Roger Montgomery
:
OK Josh. Leave it with us.