new economy

Tech Down Under | Beating the market is MITCH’n easy

Mathan Somasundaram

MITCH outperformance shows the disparity in the growth outlook of the new economy versus the old economy. Innovation plans by the major parties will deliver improved market sentiment but the cut back in science industry funding and capacity reduction in NBN will slow down the growth of new entrants to... Show More

Market Manager | January update – Going new economy for growth

Mathan Somasundaram

Strategy outlook: We remain bullish long term while expected short term January profit taking should set the market up for a February recovery cycle. We continue to expect global growth to remain low for longer and force central banks to keep rates low for longer. The domestic market will return... Show More

Sunset Strip | Aussie Afternoon Institutional Market Wrap

Mathan Somasundaram

Aussie market broke the four day positive trend to deliver a negative day to finish the worst month since GFC. There are media articles saying that Chinese government has put together 100b Yuan to buy back shares on the market while arresting Citic employees on rumourtrage. This moves once again... Show More