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  • December 9, 2020

    Fintech: Buy Now Pay Later sector performing strongly

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    • China is Australia’s largest trading partner, by a very long way.  Arguably our exposure to China is greater than our exposure to COVID-19, at least in word with effective vaccines. With diplomatic relations at an all-time low, we review the size and significance of our largest trading partner. Both countries have benefited extensively from this trade which appears to have […]
    Sector
  • December 9, 2020

    June 2020 GDP declines 7.0% – the largest since records sta [...]

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    • Australia’s economy fell 7.0% (seasonally adjusted) for the June quarter on the back of COVID-19 restrictions. This represents the biggest quarterly fall since records began in 1959. Coupled with the 0.3% decline in the March quarter (on the back of severe bushfires and early stages of COVID-19) the economy is technically in a recession (defined as two consecutive quarters […]
    Sector
  • December 9, 2020

    WAAAX vs FAANG : ASX Technology Dashboard

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    Over the past few years the ASX's technology stocks have outperformed the market considerably
    Over the past few years the ASX's technology stocks have outperformed the market considerably
    Sector
  • December 8, 2020

    $150b Chinese export market – where to from here?

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        This report includes a full interactive dashboard of Australia's international trade. China is Australia's largest trading partner, by a very long way.  Arguably our exposure to China is greater than our exposure to COVID-19, at least in word with effective vaccines. With diplomatic relations at an all-time low, we review the size and significance of our largest trading partner. Both countries have benefited extensively from this trade which appears to have become fragile. China is of particular interest to Australia's TMT sector with around $9.4 billion of imports being in the telecommunication equipment and IT products markets. Obviously, the ban of Huawei for 5G equipment will shift the mix but the large bulk of consumer electronics are still manufactured in China.
        This report includes a full interactive dashboard of Australia's international trade. China is Australia's largest trading [...]
    Sector , .
  • December 8, 2020

    COVID-19 drives digitisation in disability support

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    A significant milestone event occurred in the fourth quarter of 2019 / 2020 year.  After seven years the NDIS is now available to 100% of all eligible Australians regardless of where they live.
    A significant milestone event occurred in the fourth quarter of 2019 / 2020 year.  After seven years the NDIS is now available to 100% of all [...]
    Sector , .
  • November 23, 2020

    e-Pharma: the rise of online pharmacy

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    This report provides a quantitative snapshot of the evolution of Australia’s pharmacy sector, in light of the coronavirus (COVID-19) epidemic and the new technologies and business models that are making prescription drug distribution more convenient to Australians. The Australian government is currently introducing e-prescriptions under two models: the Token Model (where patients use a paper token or an electronic token sent to their device to access their electronic prescription) and the Active Script List Model (where patients gain access through their assertion of a single identity rather than through presentation of a token).
    This report provides a quantitative snapshot of the evolution of Australia’s pharmacy sector, in light of the coronavirus (COVID-19) epidemic and the new tech [...]
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  • November 11, 2020

    Australian Pharmaceutical Expenditure

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    Australian Pharmaceutical Expenditure Tracker: Online share to grow to 13.6% by 2025 As of 2020, Australia has a $19.2bn pharmacy market which is expected to grow at a CAGR of 2.9% for the next 5 years, to $22.1bn by 2025.
    Australian Pharmaceutical Expenditure Tracker: Online share to grow to 13.6% by 2025 As of 2020, Australia has a $19.2bn pharmacy market which is expect [...]
    Sector