Treasury Wine Estates: The China opportunity

Chief Investment Officer and founder of Aitken Investment Management
Print This Post A A A

Happy New Year! And what a new year we are in for.

When you have the leader of the “free world” tweeting economic policy, you can be absolutely certain of two things: volatility and opportunity.

My view is that the better investment opportunities lie outside of the USA. US equity valuations are high and there seems quite a lot of “hope” priced in. I don’t think President Trump can deliver change in the timeframe markets expect and I tend to think US equities will underperform other markets this year.

Also from this edition