Tony is a former managing editor of BRW, Shares, Personal Investor, Asset and CFO magazines. He specialises in small listed companies, IPOs, entrepreneurship and innovation and writes a weekly blog for The Sydney Morning Herald/The Age on small companies and entrepreneurs.
The best time to invest in mining might be approaching with conditions primed for M&A activity.
The Asia-led boom will put an extra 2 billion middle-class consumers on Australia’s doorstep and investors need to position themselves now.
Global population growth is forecast to add another 2.5 billion people to urban populations by 2050, which should create opportunities for investors.
Supply fears weigh on LNG’s short-term prospects but long-term an extra 3.1 billion middle-class consumers by 2030 will be a big driver of demand.
Retail investors should stand aside for a while as demergers have a habit of underperforming in the first six months of listing – but there is a solid argument to buy after that.
On the back of successful deals like Japan Post’s bid for Toll Holdings, expectations for further acquisitions this year are high. Here’s our M&A watchlist update.