What would need to occur to make the Australian market attractive again? Uday Cheruvu talks to Sky Business in the below video

PM Capital

PM Capital

What would need to occur to make the Australian market attractive again? Uday Cheruvu talks to Sky Business in the below video. Uday discusses why he think the Australian market will under-perform global markets in 2015 and that within Australia he prefers banks to commodity stocks as he thinks they provide a more compelling opportunity. Uday explains that the way the Australian market could improve in 2015 is for internal consumption to increase, via retail spending. This would happen if the oil price remains low and people start believing they can spend these petrol savings. He believes we would also need to see infrastructure spending ticking up and this positive impact rolling through to building materials and construction. (VIEW LINK)


We aim to build long term wealth together with our co-investors by finding and exploiting investment anomalies around the world, using a focused, patient and considered approach to finding simple investment ideas.

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.