Antipodes in Sydney, Australia | Investment management company
Antipodes
Locality: Sydney, Australia
Phone: +61 1300 010 311
Address: Level 35, 60 Margaret Street 2000 Sydney, NSW, Australia
Website: http://www.antipodespartners.com
Likes: 41
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21.01.2022 The outlook for oil: Portfolio managers Nick Connolly & Graham Hay examine supply, demand & the impacts of COVID-19. https://antipodespartners.com/blog/the-outlook-for-oil/
19.01.2022 Listen to Jacob Mitchell speak to the Morgans Financial Limited network about the effects of fiscal stimulus across the globe and the sectors that may emerge in strong shape post the Covid-19 pandemic. https://soundcloud.com//antipodes-asxapl-jacob-mitchell-fo
15.01.2022 Webinar: Portfolio Manager Sunny Bangia discusses why Antipodes views Alibaba as being at the centre of the new retail phenomenon in China.
07.01.2022 Year-to-date around 85% of the move in the S&P500 is explained by just five stocks, while market breadth in the S&P500 has never been so narrow. These market extremes have historically signaled a turning point, writes Jacob Mitchell. Read the full article and watch our latest webinar here: https://antipodespartners.com//could-extreme-market-cap-p/
01.01.2022 Insight: Almost 20 years ago, the SARS coronavirus emerged in Southern China and quickly developed into what became known as the first pandemic of the 21st century. In the midst of the outbreak in 2003, JD.com (now China’s largest retailer) was launched. Its founder Richard Liu was forced by circumstance to shift from a physical store to the internet. The first pandemic of the century wasn’t to be the last. Now in a similar manner, the current COVID-19 coronavirus is accelera...ting the longer-term secular adoption of e-commerce. In this insight article, Sunny Bangia outlines two businesses we believe are at the forefront of this generational shift. https://antipodespartners.com//chinas-new-retail-revoluti/ #valueinvesting #equities #ecommerce
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