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Market Wraps
technology
Latest news and analysis on technology
Equities
November 12, 2020 16:29
Strong demand for IMDEX’s drilling
services
IMDEX Limited (ASX:IMD) recently delivered a solid first quarter update to the market after delivering a record revenue in the period to March 2020. In the latest...
IMD
IMDEX Ltd
ASX:IMD
Followed by
74
people
IMD
IMDEX Ltd
ASX:IMD
Followed by
74
people
Dominic Rose
Montgomery Lucent Investment Management
November 12, 2020 16:29
Equities
November 11, 2020 11:46
The dragon is rising
China A-shares have done well this year, rising by double-digit percentage points, and outperforming Asian and developed counterparts. Additionally, the wealth...
Russel Chesler
VanEck
November 11, 2020 11:46
Equities
October 16, 2020 06:45
(Alpha)betting on years of compound growth ahead
People don’t visa their lunch. They pay for it with a credit card. Teenagers don’t McDonald's a hamburger. They eat one. Someone doesn’t coca-cola a drink. Nobody says...
Hamish Douglass
Magellan Investment Partners
October 16, 2020 06:45
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Equities
October 12, 2020 08:35
The race to build the world’s 5G network
Fifth-generation cellular network standards—5G for short—are the internet’s new new thing. Each of the "Gs" that predated 5G made the mobile internet faster and...
Robert Horton
Lazard Asset Management
October 12, 2020 08:35
Equities
September 24, 2020 11:53
The best tonic for digesting tech sector volatility
Tech stocks just cannot keep out of the spotlight: first by outpacing broader equities over much of the past couple of years, then with a swift early September...
Denny Fish
Janus Henderson
September 24, 2020 11:53
Equities
September 24, 2020 09:07
Bubble, bubble, tech and trouble
On 8 September, Tesla’s founder Elon Musk’s net worth plummeted US$16bn, the largest single-day loss for a member of the Bloomberg Billionaire Index. Amazon’s founder...
Joy Yacoub
September 24, 2020 09:07
Investment Theme
September 22, 2020 08:45
COVID and tech: what have we learned as investors?
Technology has kicked off a multi-year journey where consumers are accelerating the pace of adoption of the cloud, e-commerce and other technologies, while businesses...
Denny Fish
Janus Henderson
September 22, 2020 08:45
Equities
September 17, 2020 10:22
Bitcoin: A solution looking for a problem
In my recent note, I discussed how listening to the world’s top CEO’s, CFOs and CTOs and their strategies in navigating this pandemic has allowed us to start to build...
Amit Lodha
Fidelity International
September 17, 2020 10:22
Equities
September 16, 2020 13:47
Internet stocks could favour investors for decades to come
Internet companies have gone from strength to strength, dramatically outperforming the broader market year-to-date. We believe that these companies have room for...
Nikko AM
Amova AM
September 16, 2020 13:47
Equities
September 14, 2020 08:36
Technology hot streak starting to cool?
Driven by what has been often characterised as the Fourth Industrial Revolution, the technology sector has led global equity markets in recent years as the powerful...
Denny Fish
Janus Henderson
September 14, 2020 08:36
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