Tech Down Under | New economy on “Christmas Rally” sale prices
Slowing global growth has fuelled the online transition of the economies to deliver global reach, lower costs and lower prices. The MITCH (Media, Information, Telecommunication, Consumer and Health) universe allows us to sieve the Australian market for sectors where growth outlook is heavily aligned to change in technology and the speed in adapting to this change. M&A outlook for the MITCH universe has substantially improved due to relative discount to US counterparts, maturity of the US business models, falling currency and government leadership change. MITCH Large Cap Multifactor Top Ten Picks: JBH, FXJ, TPM, FLT, EGP, HVN, TLS, ALL, ANN and CSL; MITCH Large Cap Growth Top Ten Picks: DMP, REA, CSL, CAR, COH, TPM, ALL, RMD, TLS and JBH; MITCH Small Cap Multifactor Top Ten Picks: DNA, NXT, DSH, GEM, MYX, HIL, AGI, NEC, TGA and SMX; MITCH Small Cap Growth Top Ten Picks: NXT, IPP, SRX, IFM, TNE, RKN, FPH, MTU, ALU and WEB; (VIEW LINK)
Over 25 years’ experience in the finance/tech industry. Mathan has worked extensively in all parts of the finance sector (i.e. County NatWest, Citi, LIM, Southern Cross, Bell Potter, Baillieu Holst and Blue Ocean Equities). Currently Founder and...