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07 September 2021 • By Northcape Capital • 1 min read
Chinese equities fell sharply in July. The MSCI China Index fell a whopping -14 per cent, led by the US-listed education companies that sank 75 per ...
READ MORE The positive outlook for small-cap earnings growth into 2022 is supportive of small-cap performance. But it is the ability of small-cap companies to a...
READ MORE As an oil and gas giant recently became the first corporate to be hit with Australian proceedings for alleged climate-related “greenwashing”, one ...
READ MORE After enjoying a year of very strong returns in the global small-cap equity market, investors should prepare for a change in the market’s dynamics. ...
READ MORE Building back greener, fairer, and more sustainable is not just the goal of governments and companies – central banks have also begun to incorporate...
READ MORE During the past 12 months, Asian markets have experienced a short and seemingly intense rotation to value, but more recently there has been a pause in...
READ MORE The consensus yield for the year ahead based on Bloomberg consensus is 5.3 per cent including the value of franking credits, around 1 per cent lower...
READ MORE There’s no shortage of books and articles on the lessons sport can teach the corporate world (and vice versa). That’s because the principles behi...
READ MORE In recent years, ESG considerations have become increasingly important among asset owners, companies and investors alike, and the global listed real ...
READ MORE With interest rates at record lows, investors are turning to equities for yield and taking on more risk in their portfolios. But investors should only...
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