technology

Alphabet. Amazon. Microsoft. We all know who they are, we all use their technology, but what does the future have in store for some of the worlds most recognisable...

Those Investors who fail to identify emerging market trends and themes may well fail to capture the rewards on offer from investing in the development of embryonic...

A raft of big tech IPOs have struggled recently, as investors apparently shun high priced, unprofitable companies. If you’d bought an equally weighted basket of Uber,...

The smaller end of the stock market delivered a mixed bag during the recent reporting season. But if you sift through the company reports, you’ll find five themes...

It wasn't until I read Ray Dalio's 'Principles' book that I knew how long he had been visiting China, and how closely he has been involved with its economic story. (I...

Many investors are increasingly comparing this current cycle with the late 1990s tech boom and bust. The similarities are straightforward, i.e. rapid and unsustainable...

Alphabet’s first quarter result demonstrated a slowdown in websites revenue (advertising revenue from Google websites). The quarterly number only came in 1% below...

WiseTech, Appen, Afterpay, Altium and Xero (WAAAX) are up just over five-fold over the last two years, pushing the aggregate market cap to over $28 billion. Some of...

There are some wonderfully innovative and disruptive companies in the tech sector, but investors should always be aware that hype and momentum can drive company...

With stocks near all-time-highs, there is steadily accumulating evidence that this may be a historic time to sell. PMIs are diving. PMIs give false signals (eg 2016...

Hey Google! Which ASX small caps are exposed to the unfolding home automation boom? The answer is the minnows Buddy Technologies (BUD, 5.4c) and Quantify Technology...

Philip King, CIO at Regal, is one of Australia’s most experienced investors and we recently took the chance to hit him with three simple questions about investing....

We spend a lot time analysing individual companies and the industries they operate in. There are two time horizons investors are focused on predominantly. Firstly,...

Nearmap (ASX: NEA) is an Australian software business that specialises in mapping, aerial imagery and location data services. This week, NEA reaffirmed its earnings...

When we think about the economic progress of the human race over the past 50 years, there is probably no more important development than our ever-increasing ability to...

Mining companies have traditionally traded at a discount to industrials due to the limited life of their assets. Amit Lodha, Portfolio Manager at the Fidelity...

Attending the Consumer Electronics Show (CES) held annually in the US is always an amazing experience. 180,000 people from 150 countries with 4,500 exhibitors spread...

Paypal founder Peter Thiel predicted in his 2014 Wall Street Journal essay ‘Competition is for losers’ that Silicon Valley would become the centre of the global...

The positive trade outcome at the recent G20 meeting and dovish comments by US Federal Reserve Chairman Powell are both important catalysts for a rally in Asian...

I have just returned from Fidelity’s annual bespoke Silicon Valley bus tour, where the team has spent time with 26 companies and their top management. Despite all the...