MITCH outperformance shows the disparity in the growth outlook of the new economy versus the old economy. Innovation plans by the major parties will deliver improved market sentiment but the cut back in science industry funding and capacity reduction in NBN will slow down the growth of new entrants to the tech sector. The preferred exposure continues to be the MITCH small cap growth picks. MITCH Large Cap Growth Top Ten Picks: DMP, SRX, CSL, REA, COH, CAR, VOC, NVT, JBH and TPM. MITCH Small Cap Growth Top Ten Picks: AYS, CCV, SDA, ACX, IEL, GBT, RKN, TNE, WEB and IFM. (VIEW LINK)
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