Dr Andrew Deremith makes BOLD 2025 ASX stock call

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Dec 13, 2024

Dive into a friendly stock-picking rivalry as Dr. Andrew Deremith boldly bets on Perpetual while reflecting on last year's losses with Platinum. Hear insights on ethical property investing and strategies for retirement inclusion. The impact of Chinese market trends on consumer behavior is explored. Plus, a light-hearted take on holiday traditions amidst quieter market dynamics, alongside tips for staying informed over Christmas. Get ready for humor and sharp investment strategies!

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INSIGHT

RBA Interest Rate Decision

The RBA held interest rates steady, removing the prospect of further hikes.
Market forecasts suggest the first rate cut may occur around March 2025.

INSIGHT

China Stimulus

China plans to increase stimulus after a tough year.
The Chinese market had some strong months despite economic concerns and the struggles of major tech companies.

INSIGHT

Investing in China

Andrew Deremith invests in China through actively managed funds.
He emphasizes the importance of active management due to the dynamic nature of the Chinese market.

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On this Australian Investors Podcast episode, you're in for a treat. Though he might have lost the 2024 stock picking challenge (by 70%), against Owen Rask, Dr Andrew Deremith, ESQ, is back again to bet on an ASX-listed funds management stock.

Owen picked Magellan last year (+35%). Drew picked Platinum (down ~35%).

But this year, Drew is going "double or nothing" and picking Perpetual - Owen is sticking with Magellan.

Topics covered in today's episode:

Magellan/Owen wins, Platinum/Drew loses
Perpetual's massive tax bill
Do you invest in China?
How to invest at retirement
Can property investing be ethical?
Stocks to win from AUD
What to do with your stock news over Christmas

Resources for this episode:

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~~ Resources you'll love ~~

Invest with Owen: https://bit.ly/R-invest

Financial Planning: https://bit.ly/R-plan

Access Show Notes: https://bit.ly/R-notes

Mortgage Broking: https://bit.ly/broke-rask

Financial Planning: https://bit.ly/R-plan

Property Coaching: https://bit.ly/R-P-coach

100-point property checklist (PDF): https://bit.ly/prop-check

Accounting with Grey Space: http://bit.ly/3DG5lWS

Business Coaching: https://bit.ly/o-coach

Ask a question: https://bit.ly/3QtiY00

DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

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