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Matt Felsman

Sectors that have run strongly on rate cut thinking may ease. My view is that the “yield play” has run its course and now is the time to look for high quality growth stocks. The telecommunication industry consolidation, and the trades to be had. Stocks with exposure to mergers, acquisitions... Show More

John Robertson

The battle for iron ore market share is likely to play out in the same way as similar fights in other industries. Squabbles over market share which create excess capacity and depress prices are not unusual. The airlines industry and soft drink and beer markets have had similar experiences. The... Show More