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Matthew Gadsden, Senior Consultant and Head of JANA’s Global Equities Research Team, and Greg Wilkinson, Senior Consultant visited in excess of 45 global equity managers during a recent research trip – here are their key takeaways.
Angela Ruchin, Senior Consultant and Bharat Satghare, Consultant attended a battery forum hosted by Macquarie recently that focused on large scale batteries in the power sector – here are their key takeaways.
Australia has been a major beneficiary of the economic rise of China, particularly the urbanisation and massive surge in fixed asset investment that has led to a once-in-a-century mining boom. The benefits for Australia from the mining boom have been experienced through higher wages, capital investment, economic growth and tax revenue.