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🎧Is the epic comeback of Chinese equities just the beginning? While US equities stumble under the threat of tariffs and a record budget deficit, and the #ASX pulls away from its highs, the Hang Seng has quietly staged returns of more than 25% year to date. So is the era of Chinese weakness over? Gemma Dale speaks with Joseph Lai from Ox Capital Management on this episode of the Your Wealth #podcast

It's budget week here in Australia. While NAB doesn't expect much in terms of outlook-shifting announcements, there will be plenty to digest. Be sure to head to nabtrade for Gemma Dale's 'Budget at a glance' on the night plus, register now for the #federalbudget2025 Digital Event on Wednesday 26 March from 9:00am – 10:00am AEDT to find out how it could impact you and your #investments. Read the full week ahead report here. Register here: https://lnkd.in/g7CCWJJi

As part of their global exposure, Platinum Asset Management says Australian investors typically allocate most to Developed Markets equities, and a smaller portion to Emerging Markets. This looks at the latter position and whether there might be a better way.

What history reveals about market corrections and crashes. Ophir Asset Management says the S&P 500's recent correction raises concerns about a bear market, but history shows corrections are driven by high rates, unemployment, or global shocks, and that there's reason for optimism for nervous investors today.

Headline employment fell -52.8k in February against expectations of a +30k rise (NAB 45.0k). While certainly surprising, delving into the details suggest the fall in employment is more reflective of volatility rather than a change in underlying trends. View the full report here.

The ripple effect. The ASX is set to snap a two-day rally as banks and miners retreat and investor caution reigns ahead of the FOMC policy decision. Stock specific, MYER shares have slumped on a weak profit and gloomy outlook, while Treasury Wine Estates could benefit from potential tariffs on US wine. Globally Asia is muted ahead of the BoJ and Indonesia’s market is eyed after yesterday’s tumble.  

Why smart money is quietly shifting gears. Martin Currie says the question for investors isn’t whether valuation will matter again, but rather whether they’ll be positioned to benefit when it does. 

As volatility and uncertainty heighten, Schroders says the payoff in avoiding the temptation to chase the crowd looks increasingly promising.

The local jobs print takes centre stage in the week ahead, with NAB forecasting the unemployment rate to tick back to 4%, unwinding January’s rise. State side, the FOMC is expected to hold on Wednesday with new projections and Powell’s presser in focus. Rounding things out for the week both the BoJ and BoE are seen to be on hold when they meet on Wednesday and Thursday respectively.

Amid a tornado of headlines, where can investors find opportunity? Fidelity Global Future Leaders strategies says major indices will need to defy history if they are to deliver anything like the returns of recent years. Adding, in a rapidly changing environment, investors may need to look further afield for the next winners.