media sector

Mathan Somasundaram

Macro outlook: Central banks return to currency war with BOJ, ECB and PBOC looking to further easing bias while US Fed has turned substantially dovish on interest rate cycle. China, Japan and Europe will need more stimulus to work through further growth slowdown while the US economy will also run... Show More

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Nick Griffin, Portfolio Manager at K2 Asset management, explains why he sees a massive shift away from traditional media spends into digital and social channels. When looking at the global digital distribution Griffin sees acceleration at a frightening rate as some of the biggest brands communicate to him that they... Show More

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The potential takeover of Ten Network Holdings Limited (ASX: TEN) is top of mind for investors speculating on corporate activity in the media sector, but this isn't the only deal we are likely to see this year. I suspect Australia's largest advertising and marketing services company, STW Communications Group Ltd. (ASX:... Show More