Julia Weng

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.