amazon

Amazon has been a long-term holding in the Fidelity Global Equities Fund, but Portfolio Manager, Amit Lodha, says they’ve recently exited their position, citing three...

It has been about 10 years since the Global Financial Crisis (GFC) began to unfold. Very few were prepared for the financial damage that ensued. And it has permanently...

Cable media stocks fell sharply after AT&T announced video subscriber losses, following Comcast and leading to $60 billion being wiped off their valuations. Investors...

Attendees and digital pass subscribers were treated to a feast of information and analysis at Livewire Live this year, now it’s your turn. See three of Australia’s...

Both areas of the market offer reasonable yields, the Supermarkets are fully franked, the landlords aren’t however the main question should be around earnings and...

With plenty of buzz about the FANG stocks, the next time you think of the word FANG, think about the underlying power of the business models and applying this to other...

Common perception, particularly in Australia, is that doing business in India is difficult, unfruitful and has many challenges ranging from sovereign, cultural and...

In June, Costco Wholesale (COST.US) fell more than 15% in reaction to the news Amazon.com (AMZN.US) is acquiring Whole Foods Market (WFM.US). We think Costco’s...

Every day it seems the media is reporting how Amazon will destroy Australian retailers. We are under no illusion that Amazon will take market share and reduce the...

Online retail giant Amazon (NASDAQ: AMZN) has announced an agreement to buy one of America’s most successful grocery retailers Whole Foods Market (NASDAQ: WFM). The...

Local market finished negative with Asian markets as the bank ratings downgrade hit home despite positive US markets. The best performing sectors were Retail,...

Local market finished positive on the back of firmer commodities and AUDUSD. Banks ran on the currency and Miners recovered on the commodities. The best performing...

Last Friday the US Technology Index fell almost 3%, with selling concentrated in the largest stocks: Facebook, Amazon, Netflix and Google (the so-called 'FANGs') plus...