technology

With the 2020s just 15 months away, now is a great time to take a step back and think about the long-term. 10 years ago, the top 10 companies in the world were...

Tech - it’s a sector that local investors just love to hate, but if you didn’t own a handful of these high PE names of late you missed out on some stellar price...

From my initial visits to China in the early part of last decade, one element which stood out was the sheer scale of the industrial economy and the implications which...

Hard landing? Not even close. China's GDP growth is stabilising. The country is riding on the dual trends of a growing tech and consumer culture. From almost nowhere,...

You can’t step twice into the same river. Stock markets are in a state of constant flux but there are currents that can persist over long periods. Think of the fund...

The best run businesses think long term. While it’s easy for management to roll out a few platitudes each quarter, talk is talk. The acid test is whether management...

While ‘technology’ was once a distinct industry, today there is technology in every business and every sector globally. Being a successful investor in this environment...

Valuations have been marching steadily higher in the technology sector over the past few years. Companies like Amazon and Netflix are now trading on triple-digit PE...

This week it's a chart of US REIT ETF Assets Under Management, but basically as a prompt to talk about some previous and upcoming changes to the ubiquitous GICS...