mitch

Mathan Somasundaram

Market outlook: Currency wars, deflation worries, political election cycles and a corporate survival mode will continue to put downward pressure on growth rates and interest rates. We continue to favour an investment strategy with a dominant sustainable yield aspect due to the weak growth outlook. Financials offer the best yield... Show More

Mathan Somasundaram

Slowing global growth and share economy models have fueled the online transition of substantial parts of the economy to deliver global reach, lower costs and lower prices. The maturity of the US Tech sector with US market risks will have global investors looking into the Australian Tech sector. MITCH outperformance... Show More

Mathan Somasundaram

Globalisation and slowing growth has fueled the online transition of the economies to deliver global reach, lower costs and lower prices. Australian companies continue to trade at a substantial discount to US counterparts despite offering unique, sustainable and world leading business models. The MITCH (Media, Information, Telecommunication, Consumer and Health)... Show More

Mathan Somasundaram

Aussie market aimlessly went down suffering from international cold and domestic flu. Chinese leadership was out in force reiterating the positive of their economy and expectations of stabilisation to come through. The better than expected inflation data and more stable Shangbang supported that view. Japan is once again showing signs... Show More