How China can boost our mining sector

Brad Potter. head of Australian equities Nikko Asset Management

In this Market Update series from Nikko Asset Management, head of Australian equities, Brad Potter, explores the key trends currently shaping our equity markets and discusses how these will impact investors. Brad also analyses the impact China is having on the sector and how this could help to keep the mining industry afloat.


This material was prepared by Nikko AM Limited ABN 99 003 376 252 AFSL No: 237563 (Nikko AM Australia). Nikko AM Australia is part of the Nikko AM Group. The information contained in this material is of a general nature only and does not constitute personal advice, nor does it constitute an offer of any financial product. Read more... It is for the use of researchers, licensed financial advisers and their authorised representatives, and does not take into account the objectives, financial situation or needs of any individual. The information in this material has been prepared from what is considered to be reliable information, but the accuracy and integrity of the information is not guaranteed. Figures, opinions and other data, including statistics, in this material are current as at the date of publication, unless stated otherwise. The figures contained in this material include either past or backdated data, and make no promise of future investment returns. Past performance is not an indicator of future performance. Any economic or market forecasts are not guaranteed. Any references to particular securities or sectors are for illustrative purposes only and are as at the date of publication of this material. This is not a recommendation in relation to any named securities or sectors and no warranty or guarantee is provided.

What you'll learn /

The Nikko Asset Management Market Update course with Brad Potter will give you insights into:


The health of the Australian equities market
The impact of China on the mining sector
What investors can expect from Aussie equities
Where Nikko AM is finding value in the sector

About the expert /

Brad Potter /

head of Australian equities Nikko Asset Management

I have been in the industry for around 23 years, starting as a geologist in outback Western Australia before moving into stockbroking as a mining analyst. I began my career at Ord Minnett, followed by a stint in corporate finance with Westpac, before I joined Nikko AM, where I have been for over 14 years.

  • CPD hours0.5
  • Knowledge AreaSECURITIES
  • PriceFREE
  • Point0.5
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Outline of the course /

The health of the Australian equities market

Our equity market is currently at the beginning of a profit cycle, where stocks appear expensive, yet are expected to be rerated before the earnings come through, says Brad Potter of Nikko Asset Management. In this video, Brad explains what you need to know to be best placed to capitalise on this profit cycle, and why Nikko AM is actively seeking out stocks exposed to the economy.

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Where Nikko AM finds value

As an intrinsic value investor, the team at Nikko AM has to “burn a lot of rubber to uncover true value”, Brad Potter says. In this video, he discusses why he believes it’s currently a stockpicker’s market, and why it’s important to always invest for the long-term.

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The impact of China on Aussie equities

As China has such an enormous impact globally it’s crucial to have people on the ground who can assess what’s happening on the front line and make quick calls, as, and when needed, says Brad Potter. Brad discusses how he sees the Chinese economy playing out and what impact this is likely to have on Aussie markets.

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Test yourself /