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| About 60% of Australians invest, with 16% holding international shares. This reflects that Australians lack diversification and they are likely missing out on generational changing companies that are involved in AI, semiconductors, and electric vehicles. |
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| The AI market is projected to surge 900% to $300 billion by 2026. Meanwhile, China is dominating EV growth with car sales expected to rise from 24% to 45% of total sales by 2025. These are just two examples of the unparalleled opportunities available abroad. |
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The green switch |
• The IEA aims for zero emissions by 2050, with nine countries planning to ban new fuel-powered car sales by 2030. Australia's ACT will follow suit by 2035, reinforcing the green pivot is happening; you just need to decide when to get involved, and if you want to invest in companies leading this push, which are likely to receive long-term earnings.
• The world’s biggest EV giants are listed overseas; including Tesla, BYD, and VW
• The globe's biggest lithium companies are overseas, including Albemarle and Ganfeng |
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AI & chip makers |
• Tech leaders are increasingly adopting AI to enhance efficiency and reduce costs, driving demand for AI chips. Consisder that currently, most AI chips power data centres and networks. But, we think a new market will be born when AI chips are being used in our everyday lives. However, right now, spending on AI chips is expected to grow by 30% pa to $165 billion by 2030.
• Major AI leaders Microsoft, Google, SenseTime, and Amazon are listed overseas
• Leading chip makers Nvidia, Intel, Qualcomm, Micron, and AMD, are listed overseas |
| Source: Global X |
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