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
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.