Aitken sees new two speed economy emerging in Australia. With the falling AUD and decline in commodities demand from China, Aitken believes Victoria, NSW and QLD are well placed to benefit from a resurgence in swectors such as tourism, manufacturing and housing. He also outlines his investment thesis that short term trading is best left to the computers and that investing in medium term trends is likely to yield better results for investors. (VIEW LINK)
I have 13 years experience in equity markets and financial media. In 2013 I Co Founded, Livewire Markets with Tom McKay. Our vision is to be the #1 source of investment ideas in Australia. Opinions expressed are my own.