Geldzug: THE AUSTRALIAN FEBRUARY 2021 REPORTING SEASON

28 February 2021 Twice a year we summarise the half-year and full-year results of the companies in the ALCE portfolio. Most of the companies in the portfolio reported strong earnings recoveries in the December half-year, and dividend payouts were higher than our forecasts... [read more]

2021-03-01T18:02:37+00:00March 1st, 2021|

Geldzug: CHINA’S 14th FIVE YEAR PLAN

25 February 2021 China’s top leaders have set out their top priorities for 2021 to 2025: achieving self-reliance in science and technology, and “dual circulation”. Self-reliance in science and technology means accelerating the development of vital high-tech industries such as semiconductors to ensure that China can develop regardless of US “threats”. Dual circulation means encouraging production for domestic markets as well as for export markets, and upgrading China’s internal logistics systems so as to build a unified national market. China is also committed to restructuring the energy sector and energy-intensive industries so as to meet the target of peak carbon [...]

2021-03-01T16:32:09+00:00March 1st, 2021|
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