Antares June 2017 Quarterly Review now available
31 July 2017
The Antares June 2017 Quarterly Review is now available for investors to access. It contains quarterly commentaries and performance data for the Antares Professional Selection Funds as well as this quarter's feature article:
Is China slowing and what does it mean for Australian resource stocks?
China is on the radar once again as investors grapple with the growth implications of recent policy tightening that is designed to slow the overheating property market. Nick Pashias, Antares Co-Head of Equities, has just returned from another China research trip aimed at reassessing the growth outlook and the implications for Australia’s iron ore producers given the property sector is the largest consumer of steel in the Chinese economy. This article details Nick’s findings and the portfolio implications of his recent trip, with a strong focus on resource exposure given the leverage that Australian resource stocks have to the pace of Chinese growth
View the Antares June 2017 Quarterly Review.