I am short term bullish across the same asset classes that have performed well during the course of this year (primarily banks, industrials)

James Marlay

I am short term bullish across the same asset classes that have performed well during the course of this year (primarily banks, industrials). I am also starting to feel more optimistic towards the resources sector. In particular those majors that have solid balance sheets and have been part of a broad resources sell off. Costs have been stripped out and I suspect they should be able to deliver good cash generation and work their assets harder. Medium term position to come later. James


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