QAN 1.50% $6.09 qantas airways limited

"Brace" for takeoff....., page-78

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    Overreaction in the US over fears of Zika virus in florida and increased domestic competition leading to decreased revenue. These are not issues which are likely to affect the Asian / Australian region. The huge japanese stimulus of 200 billion will have material impact, might see increased iron ore and copper demand as well as more aggressive take overs from japanese companies flush with cheap cash. Ironically while airline stocks in US fell, oil stocks rallied while oil dropped.
 
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