Tech Down Under | Search for growth takes small caps to all-time high

Mathan Somasundaram

Deep Data Analytics

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. Cyclical sectors in the MITCH universe carry a much higher risk with slowing global growth outlook and low domestic consumer spending. MITCH offers exposure to the recovering new economy while the old economy continues to decline. MITCH stocks are expected to continue their outperformance of the market as the interest rate cycle intensifies the need for growth. MITCH small caps are trading at all-time new highs due to their better risk/return profile. Innovation plans by the major parties will continue to improve tech business sentiment, while falling currency will bring overseas predators trying to grow by M&A. The preferred exposure in the current market is the MITCH small cap growth picks. MITCH Small Cap Growth Top Ten Picks: NXT, IPP, SRX, TNE, RKN, IFM, FPH, ADH, WEB and ISD . (VIEW LINK)


Mathan Somasundaram
Founder & CEO
Deep Data Analytics

Over 30 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...

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