Should your portfolio have exposure to the Aussie e-commerce theme?
In this week’s video insight Roger discusses the exciting global megatrend of e-commerce. In the seven years between 2014 and 2020, worldwide retail e-commerce sales have grown from US$1.3 trillion to US$6.5 trillion. While much of the focus is on the leading giants; Amazon, eBay, and Alibaba, there are numerous small Australian companies generating serious returns for investors from e-commerce. City Chic Collective is an exciting global e-tailer with a structural component to its growth runway.
The Montgomery Small Companies Fund owns shares in City Chic Collective. This video was prepared 12 October with the information we have today, and our view may change. It does not constitute formal advice or professional investment advice. If you wish to trade City Chic Collective you should seek financial advice.While much of the focus in e-commerce is the giants; Amazon, eBay, and Alibaba, there are small Australian companies generating serious returns for investors from e-commerce. Roger shares a small company worth watching. Click To Tweet