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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

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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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