oz sentiment

Ann Ritchie

Being now out of the industry and only having to look after my own shares, I think the market is looking fully valued, apart perhaps from resources and mining services. However, I think the market will go higher short-term based on an improving global economy. Medium term I am bullish. Show More

Deryn Knott

Short term view on valuation grounds. Bullish consumer, bulk resources, industrials, insurance, Neutral banks, healthcare, telco, IT, energy, gold. Bearish property trusts. Long term on structual themes - Bullish banks (GDP+ growth), insurance (rising rates), IT (becoming a business staple), healthcare (aging population), consumer (improving confidence), industrials (economic recovery), telco... Show More

Gavin Wendt

I'm bullish with respect to the short-term outlook, as the economic data coming out of China and Europe is now very positive, and of course China is of huge specific relevance to the Australian market (especially resources). The other near-term positive is that the US cannot wean itself off stimulus... Show More

James Marlay

From Coppo on markets reaction to deferral of tapering, Given that the US has pushed their debt limit out to February then it means the chances of tapering before then are pretty much zero. The fed will wait (especially with Yellen as well) until after their Debt issue is properly... Show More