Adyen is a Netherlands-based company founded in 2006 that offers an ecommerce platform that seeks to smooth payments and provide shopper-data insights for businesses. In 2017, Adyen, which employs fewer than 700 people in 15 offices around the world, processed more than 100 billion euros for the first time. Show More
The listed Indian banking sector comprises three very different types of lenders. The “private sector” banks, such as IndusInd, are growing aggressively at the expense of the “public sector” banks which are suffering the consequences of bad lending. Most recently, a “non-bank lender”, IL&FS, defaulted on its debt causing significant... Show More
"It's so much more about marketing than having a great tech idea" - listen to George Lucas, CEO of Raiz invest telling the story of how the company has grown to be an ASX listed Fintech with c$250m FUM and over 170,000 customers. Show More
Four Pillars, beware: the low-key payments services house is applying for a banking licence under a new restricted ‘P plate’ category aimed at supporting the growth of the fintech sector. Show More
In the AFR I assault the notion that the big banks are going to be threatened with irrelevance, nay disintermediated, by the various threats posed by fin-techs, blockchain, bitcoin, and/or the FANGs (click on that link to read for free or AFR subs can click here). Excerpt: Show More
It has been a very active half year in the Australian Alternative Finance (AltFi) market. Since my previous wire on the key themes expected for 2018, the market has continued to grow and evolve. The themes were: 1) Continued Growth, 2) Consolidation of Lenders; and 3) Transparency via Listings. Show More
Get the investor scoop on a scandal-heavy week involving Facebook, cryptocurrency, and Aussie banks. What does it all mean for investors? Show More
I have been active in the Alternative Finance (AltFi) sector since 2011 and have observed significant progress across lending, payments and fintech in general in the Australian market since then. Show More
I chatted to Rod Drury , CEO of Xero about their move to the ASX, their growth over the last couple of years as well as some of the exciting technology driving the business forward. Show More
I recently chatted to Matt Heine, Joint MD of Netwealth about their journey from a startup to ASX listed life. NetWealth provided their Quarterly business update today, their first as a listed company which has seen the share price react favourably. Matt also provides some great advice for business leaders. Show More
Are fintech start-ups coming to disrupt Australia’s Big Four Banks? Not any time soon, according to Andrew Martin from Alphinity Investment Management. Fintech start-ups have attracted a lot of attention in recent years, and some of them have been quite successful. Show More
The SME Alternative Finance (AltFi) lending market is gaining momentum in the Australian market. We are lagging the US and UK markets by about 4 years, however the growth inflection point is near in the domestic market. There are opportunities for double digit yields on the debt, whilst supporting the... Show More
In the latest Morgans Startup Series, I spoke with Chris Heaslip , CEO of Pushpay. Pushpay improves sales and business processes by making payments simple. The company, founded in New Zealand has seen exceptional growth , and is now dual listed on the NZX and ASX under the code: PPH.... Show More
Do investors favour the next big thing, rather than focusing on long term success? Show More
Here at Morphic we have been thinking of late about the legacy of life in today’s digital world. In both personal and business activities, humans are leaving ever more digital footprints reflecting interactions with people and IT systems. Some are obvious, such as sending emails and visiting websites. However, it... Show More
On Wednesday evening, I’ll be presenting at Future Day 2017 in Melbourne on The Future of Finance. I’ll be discussing some of the problems and opportunities in the finance industry today, some of the changes happening right now, then take a gaze into my crystal ball to discuss some of... Show More
My latest Podcast is with Ash Shilkin from ChimpChange (ASX Code : CCA) Ash talks about the history of the company, the opportunity ahead and the high levels of engagement they are seeing as well as some great advice for entrepreneurs. Show More
As anyone who has read some of my previous articles they will note I don’t attach a buy, hold or sell recommendation to stocks. I let readers of my pieces determine that for themselves. The pieces merely state a stock looks interesting to me at least at the present moment.... Show More
Australian initial public offerings significantly outperformed the broader sharemarket in the third quarter, with the IT sector dominating both in terms of the number of floats and returns. Show More
Powering its remarkable journey from fringe to mainstream in the last three years, fintech has benefited from five powerful tailwinds: Government and regulatory support, consumer preferences, smartphone penetration, technology advances, and a surge in financing. Last quarter, as much as $4.9 billion was raised globally across 218 deals. Australia-based H2ventures... Show More