Reporting season dominated by cost pressures and high P/E- What does this mean for investors?

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The current Australian reporting season has largely overlooked the fundamentals, instead rewarding stocks with high P/E ratios regardless of lackluster earnings, according to the active equity specialist Martin Currie, an affiliate of Legg Mason, one of the world’s largest funds management groups. Martin Currie Australia, Chief Investment Officer, Reece Birtles says that despite the positive economic backdrop,

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Investment opportunities abound across China’s ‘digital silk road

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The advance of China’s digital economy over the last few years has been nothing short of incredible says Kim Catechis, Head of Emerging Markets at Martin Currie, the active equity specialist for Legg Mason. The Chinese technology sector already makes up more than 30% of the country’s GDP and it is estimated this percentage will

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Reporting season wrap-up: This time it’s different!

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Strong sales growth across industry sectors was a stand-out feature of the February 2018 reporting session, according to the active equity specialist Martin Currie, an affiliate of Legg Mason, one of the world’s largest funds management groups with A$962 billion in funds under management[1]. Martin Currie Australia Chief Investment Officer (CIO) Reece Birtles says that

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Amazon’s Aussie entry: ‘Overhyped but offshore lessons aplenty’

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Martin Currie Australia, a leading Australian equity affiliate of Legg Mason, believes Australian retail sector can, by and large, cope with the arrival of Amazon and that the most vulnerable businesses will be the second-tier ones in the consumer electronics sector, where Amazon has a strong record of success. Consumer sector research analyst at Martin

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