John Robertson

THE fixation among Australian businessmen about the downside potential of the Australian dollar risks creating mindsets that will come back to bite those not prepared for something higher. Exchange rate sensitive equity investments should be pushed to come up with compelling analytical reasons for their exchange rate risk assessments always being biased in the one direction. After all, plants are being built to last decades not just over the typical forecasting horizons of market economists. See my commentary here: (VIEW LINK).


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