Structural change is a constant theme. The key thing for investors is being able to identify which trends will prosper and which will fall by the wayside.
Telcos and the internet
In Europe for a four-week break, Charlie Aitken witnessed an even greater level of mobile data addiction than he’d seen before. MDA is not going away anytime soon and Charlie is big on Telstra locally and Google and Apple internationally.
If you want to know how to buy international stocks, check out this Short ‘n’ Sweet from earlier this year. The rates may have changed but the method is still relatively straightforward.