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This is an edited rendition of a presentation delivered by Kerr Neilson at the NAB Asia Development Congress in September 2017 in Shanghai.  It has been reproduced with permission from Platinum Asseet Management from the September 2017 Quarterly Report from Platinum Asset Management. Over these past 20 years, some Asian…
The question is how quickly they become mainstream   Milton Keynes is a UK town about 75 kilometres to the northwest of London where many streets are reserved for pedestrians and bicycles. That made it a suitable place to test driverless cars, one of the great possibilities tied to the…
With SA Treasurer, Tom Koutsantonis announcing in the budget recently, a state based bank levy, we examine his assertions in a game of "Fact or Crap" 1. Tom Koutsantonis asserts that a new tax on the banking sector will ensure 'the sector contributes their fair share'.   The fact of…
Apple is among the largest companies in the world.  The company enjoys strong brand recognition globally and extensive market penetration for its flagship products, most notably the iphone.  While speculation around the success of Apple Watch, Apple TV, iPad, or even the likelihood of an Apple Car often captures headlines,…
One of the most common questions financial advisers are asked is "how much can I spend in retirement without running out of money", and "do I have enough to retire on?". To help those who are contemplating retirement, or already retired and questioning their existing reitrement funding plans, we have…
  13th October 2017 Investment markets and key developments over the past week While Eurozone shares were flat over the past week and US shares only rose 0.2% (with good data offset by uncertainty about tax reform and President Trump’s end to Obamacare related health insurance subsidies acting as constraints),…