Investment Theme Who is going to win the Indian Election? On the ground in Uttar Pradesh Mary Manning Ellerston Capital
Macro Complexity Premia on the Budget Surplus, Banks, Housing, RMBS, Hybrids and More Christopher Joye Coolabah Capital Investments
Why Unisuper cornerstoned cheap NAB hybrid paying 6% pa Christopher Joye Coolabah Capital Investments
Australian iron ore miners – what does the future hold? Nikko Asset Management Australia Nikko Asset Management
