Partner Series

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Join ETF Securities as we partner with Australian and international investment professionals to discuss the latest market and economic issues and what this means for investments. You’ll find the latest videos and articles on this page or subscribe using the purple subscribe button on the top right hand side of the page to receive the weekly updates.

Latest articles

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India is tipped for extraordinary growth in coming years, reaching GDP of $US9 trillion by 2030[1] and overtaking the US as the second largest economy in the world by 2050[2]. Even today, the value of the National Stock Exchange of India (NSE) exceeds the Australian market. The 50 largest blue-chip Indian companies as ranked by the NSE Nifty50 Index are valued at $A1825bn[3], representing approximately 60% of the market capitalisation of India. While Australian investors may be unfamiliar with India’s largest companies, many of these are not only dominant globally but supporting future growth in India. Kanish Chugh, Head of Distribution for ETF Securities, spoke to Kinjal Desai, Overseas Fund Manager – Equities for Nippon Life India Asset Management about five of the largest listings in the NSE Nifty50 Index and how they are driving India’s rise. The ETFS Reliance India Nifty 50 ETF (ASX code: NDIA) tracks the NSE Nifty50 Index, offering Australian investors exposure to the India economy. Servicing India and the world Some of India’s top companies exceed the entire S&P/ASX 200 in market capitalisation and may have a greater role in driving global growth, in addition to the Indian economy, than Australian investors realise. We explore five of these companies below. 1) Reliance Industries (11.1% weight in ETFS Reliance India Nifty 50 ETF as at 21st Dec 2020) ...
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As an unusual and challenging year draws to a close, many investors may wonder what’s in store for 2021. The prospect of vaccines, a return to travel, and a more ‘normal’ life has given hope to a better year in terms of personal lives and has interesting implications for investing. Kanish Chugh, Head of Distribution for ETF Securities, spoke to James Gerrish, Senior Investment Adviser for Shaw and Partners and author of the investment newsletter, Market Matters, about the trends leading into the new year. Growth was the theme for 2020 In a year dominated by pandemic and bushfires, growth stocks were the key focus for investors, with many traditional value investments hit hard by lockdowns. “Growth stocks are dominated by IT names. They've benefited from lockdowns, they've benefited from more movement online, etc, and they've also benefited a lot over the last couple of years with declining interest rates,” says Mr Gerrish. ...
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The dominance of the U.S. over global markets has long meant that its Federal Elections also influence investment activity on an international scale. The 2016 results may have caused global surprise and changed the political sphere, but will the 2020 election cause similar upset? Kanish Chugh, Head of Distribution for ETF Securities, spoke to Timothy Rocks, CIO for Evans and Partners, and David Lane, Director and Senior Adviser for Pitcher Partners about the upcoming U.S. election and how it will impact Australian investors. Market activity and US election results Traditionally, the lead-up to and the period immediately following a U.S. election can cause some uncertainty in markets. This year has been a bit different. ...
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