Best of the Best: AI Hype, China Risk & Australia's Best Stocks - Julia Weng | Paradice Investments

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Dec 3, 2025

Julia Weng, a portfolio manager at Paradice Investment Management, shares her insights on navigating the Australian equities market. She emphasizes the importance of return-on-capital and management alignment in stock selection. Julia contrasts the hype around AI with the advancements in robotics and automation, advocating for evidence-based research. She also discusses China's investment potential in the face of market volatility, and her focus on physical automation as a long-term theme, offering a blend of cautious optimism for the future.

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ANECDOTE

ResMed: Conviction Built By Expert Calls

ResMed became a conviction trade after a 30% price fall and 30–40 expert calls on sleep doctors worldwide.
Those calls convinced Julia the GLP-1 impact was overstated and that ResMed's growth would continue.

ADVICE

Prioritise Facts Over Hype

Focus on facts and evidence rather than hype and large, speculative addressable-market forecasts.
Be measured about projections like data centres and verify the underlying economics and energy feasibility.

INSIGHT

Flows, Passive Investing And Volatility

Market structure is changing with more passive flows and large super funds creating liquidity distortions.
This increases volatility and makes earnings directionality crucial for stock moves.

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We’re continuing Best of the Best series and today we’re joined by Julia Weng, portfolio manager at Paradice Investment Management, who has consistently beaten the ASX 200 in large-cap Aussie equities.

Julia breaks down how she navigates banks, miners, defensives and the repeatable process behind Paradice’s edge.

In this episode:

• Why return-on-capital and aligned management teams drive Paradice’s stock picking

• How Julia builds conviction: expert calls, field research and evidence over hype

• The advancements in robotics and automation being overshadowed by AI-hype

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