Newly opened this year from its COVID-19 lockdowns, two tailwinds are in place which are making China a more appealing investment option for Australian investors....

A reduction in Chinese exposure has led Magellan to make its first investment into Amazon after watching it closely for a long time....

Concerns about regulatory threats towards Alibaba has led Munro Partners to close the position in its global fund, having been its largest holding less than a year ago....

Funds should be wary of holding high allocations to Chinese companies as Magellan implements risk controls after being “overconfident” and allowing its Alibaba allocation...

Magellan was set to be the 12th largest shareholder in ANT Group if the initial public offering had gone ahead and its chief investment officer believes Jack Ma made his ...

Antipodes is questioning the future growth of technology firms Alibaba and Facebook as both firms come under regulatory scrutiny. ...

The firm is watching the potential impact that EU legislation will have on Facebook and other social media companies, having already reduced a stake in Alibaba....

Technology funds have proved resilient as funds have regained COVID-19 sell-off losses and one fund manager believes growth prospects are stronger for technology than oth...

While Joe Biden is rising in the polls to take over from President Donald Trump in November 2020, his election would be unlikely to calm the tensions in the US/China trad...

Magellan’s Hamish Douglass has made his first direct investment into China with a 5.5% holding in Alibaba, which he described as ‘close to the best business in the world’...

Investors and advisers should be benefiting from the online data industry which was tipped to grow to $1 trillion by 2018. ...