I am short term bullish across the same asset classes that have performed well during the course of this year (primarily banks, industrials)
I am short term bullish across the same asset classes that have performed well during the course of this year (primarily banks, industrials). I am also starting to feel more optimistic towards the resources sector. In particular those majors that have solid balance sheets and have been part of a broad resources sell off. Costs have been stripped out and I suspect they should be able to deliver good cash generation and work their assets harder. Medium term position to come later. James
Never miss an update
Enjoy this wire? Hit the ‘like’ button to let us know.
Stay up to date with my current content by
following me below and you’ll be notified every time I post a wire
Livewire is Australia’s #1 website for expert investment analysis. We work with leading investment professionals to deliver curated content that helps investors make confident and informed decisions.
Safe investing and thanks for reading Livewire.
1 topic
Comments
Comments
Sign In or Join Free to comment
most popular
Equities
Why "buy and manage" is the better way to invest in stocks
Livewire Markets