Thought Leadership Research

On a quarterly basis, Whitehelm publishes proprietary research on current issues facing the infrastructure sector, and addresses the potential implications and opportunities for clients as the issues relate to their investment portfolios

Research Listing

Amazon's Australian Agenda

Amazon's Australian Agenda

November 2017

Amazon is a titan of e-commerce, logistics, technology, hardware, data store and media, and it is expected to launch in Australia any day now.  We discuss why we consider Amazon’s business model will enable it to be a major market disruptor should other Australian retailers be resistant to investment and innovation.

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