Investors Voice Archive: 15 Dec, 2019

To understand where we are, it is important to be in possession of two frameworks: the first is how booms begin and turn into bubbles that burst; the second is to understand the maths of valuing assets.

Privately managed money issued by profit-seeking global platforms has the potential to become a mainstream means of exchange worldwide, an achievement that could upend global finance.

It's a $2.1 trillion per annum industry, split by software, devices, IT services, and data center. However, as many of you will know by now as you migrate to the cloud, say with the Microsoft 365 subscription, your data updates, file storage and security are all hosted and operated within the cloud.

Exchange-traded Treasury bonds (eTBs) are quoted and traded on the Australian Stock Exchange (ASX) in the same way as equities (shares) and thus offer a readily accessible way to invest in the Bonds. eTBs can be regarded as tradeable term deposits.

NXT’s equity story is at the epicentre of two of the most powerful forces driving share prices over the past couple of years – the structural growth thematic of the move to cloud computing and falling/low-interest rates that have inflated the valuation of long duration asset business models like NXT.

The long-term outlook for Asia is positive, but in the short-term there is likely to be some volatility. The trade dispute is widely expected to last well into next year.