IN­VEST­MENT OP­POR­TU­NI­TIES

GQ (Australia) - - GQ INC. -

Lead­ing Aus­tralian stock­bro­ker and writer Mar­cus Padley has made a name for him­self by not pulling punches. And so he doesn’t here, stat­ing from the out­set that the in­vest­ment game is fraught with risk, and that, re­ally “you shouldn’t do it… you’re prob­a­bly bet­ter in­vest­ing your time else­where”. But what’s life with­out the oc­ca­sional punt, es­pe­cially if you’re at­tempt­ing to grow some wealth? It sure beats feed­ing those mu­si­cal money-suck­ers in the back­room of the pub. De­spite Ped­ley’s ini­tial words of warn­ing, we’ve man­aged to wran­gle some strong ad­vice on the ar­eas to keep an eye on. And by that we mean dab­ble in.

HEALTH

As much as we may be in de­nial about our spread­ing crow’s-feet, Aus­tralia has an age­ing pop­u­la­tion. That means more re­tire­ment and fu­neral homes, health in­surance and providers.

SU­PER­AN­NU­A­TION

If peo­ple are pay­ing 9.5 per cent into their su­per fund, the su­per in­dus­try is grow­ing at 9.5 per cent as a base line. In a world where there’s lit­tle growth, that’s an at­trac­tive fig­ure.

THE CLOUD

That is, cloud tech­nol­ogy, be­cause it’s “only go­ing one way,” says Ped­ley. That means telecom­mu­ni­ca­tions ser­vice providers like Tel­stra and NEXTDC are in good shape.

CHINA

Re­mem­ber China’s baby for­mula fi­asco? It drove an un­prece­dented spike in Aus­tralian sales of the pow­der. But that’s noth­ing com­pared to what could hap­pen once the Chi­nese mid­dle class starts de­mand­ing ser­vices. If there’s even a mar­ginal de­mand for Aussie prod­ucts, the com­pany man­u­fac­tur­ing them will grow. So, look at com­pa­nies such as Black­mores and Bel­lamy’s – medic­i­nal man­u­fac­tur­ing and can­ning re­spec­tively.

ED­U­CA­TION

“A mas­sive growth area,” says Ped­ley. The num­ber of in­ter­na­tional stu­dents in Aus­tralia is grow­ing at around 10 per cent per an­num, mean­ing the in­dus­try has a built-in 10 per cent growth rate. You do the maths.

LITHIUM

This is a big one. Ow­ing to smartphones, elec­tric cars and our pre­dom­i­nantly multi-gad­get lives, the price of lithium car­bon­ate, a key in­gre­di­ent in the pro­duc­tion of Li-on bat­ter­ies, has jumped by more than 40 per cent in a year. Tidy.

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