16 Sep 2020
The broader tailwinds behind ecommerce, fintech and digital payments have been well documented.
Now, investors need to assess which individual companies can stand out from the pack as these sectors undergo structural change.
For his part, professional investor Dean Fergie from Cyan Investments is adopting a cautious approach to the listed space after some strong rallies this year.
“Obviously businesses go through cycles, and the investor mindset goes through cycles too — from early scepticism, to dipping a toe in the water then jumping on the bandwagon,” Fergie told Stockhead.