Hi CJ. Thanks for sharing your views. I find RF1 takes a good macro and micro based analysis and has a bull case for ASX and resources based returns leadership relative financials and US markets. There is a number of great slides worth looking through here:
https://www.regalfm.com/site/PDF/27b2486e-71f9-491f-aa39-c09e3750e197/RF1Webinar
Key points through the deck for me is the paradigm shift to lower IR rates and spread of earnings, the structural bull case for higher commodity prices and potential for resources valuation rerates.
Technical, page-1019
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$6.82 |
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