Monthly Investment Review November 2013

Friday, December 06 2013

In recent months the price of the market has reflected a fair to full valuation in relation to the level of earnings. In light of this, we focus this month on key developments that we expect will have a significant impact on the market. While also reviewing key companies/segments that we believe possess earnings opportunities. […]

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Debt Deal Completed

Friday, October 18 2013

A sigh of relief today as finally the debt deal has been completed – for the Australian market the main concern was the small probability of a very poor outcome. Seeing as this has been avoided, the overhang on the market has been pushed back again.

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