Given the large cross asset class volatility in the markets, the greatest value from here will be focus on what is delivered at the FY13 full year reporting season in August. That is when the market starts dealing with some bottom up facts and outlook guidance. Being correctly positioned into and out of that full year reporting season will be the key to generating outperformance. I believe CBA will deliver all-time record earnings while mining, mining services and department stores will be the complete opposite of CBA: Charlie Aitken.
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