From Property Down Under to Asian General Advisory: A Story
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Show Notes
DH Flinders Ltd ED Craig Dunstan discusses the following questions:
- Reportedly, you and your partner Stephen Hawkins started out initially as real-estate investment professionals, though the firm very quickly morphed into a broad corporate advisory firm. Briefly tell us how DH Flinders is a unique firm in an increasingly crowded advisory market?
- Why Asia, ANZ footprint
- Number of people
- USPs -- tons of boutiques
- Done deals in Australia, Singapore, Malaysia, HK/China, even the US. Which region is currently the most active by dealflow?
- And is it representative of the wider picture or a reflection of DH Flinders’ coverage?
- Broad issues in Oz: two-track economy, expensive real estate, reliance on China engine -- how does this translate to transactions currently?
- REITS seem quite commonplace now; is there a next level of real-estate structure?
- We have been reading of the record-high property prices in HK, Singapore, Malaysia and even Vietnam. What do you make of this trend?
- And does it pose a bit of a challenge from your perspective, given the need to find value?
- Bursa IPOs -- themes
- Stockbroking biz: themes: HDBS-OSK-KimEng - sunset - record highs - strike while iron hot?
- BoJ - Yen - 100 then 115-USD -- Competitive devaluations - speculators - RISK?
- QE - massive loans to middle-class -- implications for growth sectors / companies
- Reining in debt markets: how treading?
- And in Malaysia: privatisations by major owners -- how interprete?
- Vibrancy of capital markets, exit options currently- Where the best valuations are
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