Charlie Aitken

In the past 15 years, the share of US jobs that require high levels of technical and digital capability has increased more than 4x, to 25%. Salaries of these workers are 2.4x higher on average than those with low levels of technical competency. Automation is increasing its penetration in lower... Show More

Investment Theme
Amit Lodha

Fundamental analysts spend an inordinate amount of time with Microsoft Excel software trying to gauge the magnitude and direction of the future cash flow evolution of a company with detailed projections around revenue, margin and earnings trajectory. Yet over time, the lesson one learns is that, more often than not,... Show More

Marcus Tuck

The FAANG stocks (Facebook, Amazon, Apple, Netflix and Google/Alphabet) led the market up and participated in the recent correction. Their latest profit reports are an important guide to the sustainability of the tech sector's rise. Here we argue that on a Price Earnings Growth basis, they still look sharp. Show More

Damien Wood

Small and medium-sized fintechs could struggle to compete with Australia’s large banks. However, the global tech giants could cause major problems for the banks - if they targeted wide spread general commercial banking. Show More

Jason Teh

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 impacted the psyche of many market pundits. Since then, there has been no shortage of bear market predictions and lately there... Show More

Mugunthan Siva

India is home to the world’s largest biometric identity program. The Unique Identification Authority of India has spent seven years collecting fingerprints, iris and facial scans for over 1.167 billion enrolled citizens. The World Bank's Chief Economist, Paul Romer, described it as "the most sophisticated ID program in the world". Show More