health

Tech Down Under | New economy outperforming old economy

Mathan Somasundaram

Slowing growth and underperforming old economy stocks, like banks and miners, have not taken the wind away from the outperforming Australian technology stocks. The MITCH (Media, Information, Telecommunication, Consumer and Health) universe allows us to sieve the market for sectors where the growth outlook is heavily aligned to change in... Show More

MITCH Report – Tech Down Under | MITCH shines light on global growth trends

Mathan Somasundaram

Slowing global and domestic growth has not taken the wind away from the outperforming Australian technology stocks. Technology stocks in the US are trading at historically high multiples with expanding margins and improving revenue, while Australian counterparts are at the early stages of their global exposure. We continue to see... Show More