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...

Protean Energy's strategy is to build a vertically integrated vanadium business, with the upstream including the 490 Mlb V2O5/18.4 Mlb U3O8 Daejon Vanadium-Uranium...

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...