China

Impact on decision-making

The theme of disruption is one which excites considerable interest among investors, perhaps because many want to capitalise on 'the next big thing' and avoid disrupted companies and sectors.

Trade war remains a risk

For equity investors seeking substantial access to the Chinese market, 2018 brought welcome news.

Opportunities in unlisted companies

Universe of 3,500 stocks

Potential for significant losses in parts of the market

'Above-average'

One of the great benefits of income investing is the valuation discipline it naturally incorporates into the process by looking/screening for companies that possess a high dividend yield.

Does the US have upper hand over China?