Equity Industrial Engineer | AGM season will deliver another reality check

Mathan Somasundaram

Macro outlook: The low volatility and crowded nature of investor holdings suggest that we are likely to see high volatility during the AGM season with guidance updates. Stocks on stretched multiples with a disappointing AGM guidance or outlook could suffer the same outcome as the telecommunication sector in the past week. Preferred picks are... (VIEW LINK)

Mathan Somasundaram

2017 - Now > Blue Ocean (AUS) > Market Portfolio Strategist 2012 - 2017> Baillieu Holst (AUS) > Head of Strategy, Quant and Data Analytics 2009 - 2012 > Bell Potter / Southern Cross (AUS) > Head of Quant and Data Analytics 2007 - 2009 > LIM...


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