BIG DATA News & Analysis

Commonwealth Bank’s numbers are impressive but its valuation continues to defy belief.

Great companies can become merely good or even below average. Here is how I'd go about avoiding situations like this.

Is the bank paying too much for home loan growth?

India's ambitious digital push has created tremendous opportunities for cloud services providers as the country continues its march towards digital...

Big-tech is leading the artificial intelligence race, but there are plenty of smaller companies well placed for what's to come.

When large companies make big moves, the funds which do not hold them are destined to deliver underperformance relative to their benchmark. \n 

When large companies make big moves, the funds which do not hold them are destined to deliver underperformance relative to their benchmark. \n 

Around 800,000 mortgages will roll onto a sharply higher interest rate this year as their fixed term ends. Here's what it means for the banks.

Big Tech stocks collectively lost nearly $4 trillion in market value in 2022.

An internet analyst gives insights into three key risks faced by Big Tech and implications for share prices.