Hi Folks,An interesting article by Robert Gottliebsen from the...

Hi Folks,

An interesting article by Robert Gottliebsen from the Business Spectator. Extract and link below. Must say I was sizing up my portfolio for RRT risk last weekend. A better read than the 30 cents rubbish we get every time there is weakness.

"As the election approaches, their anger and frustration will spill into the public arena. This week the global investment capital giant Morgan Stanley declared that: Pan Aust assets are located in Laos that is fiscally stable, and this is becoming a clear differentiator to assets located in Australia.

To have Australia declared less fiscally stable than Laos by Morgan Stanley puts into the public arena what resource executives from the mining and power sectors are saying in private as they reel from Rudd's threats on three fronts."

http://www.businessspectator.com.au/bs.nsf/Article/Rudds-three-way-battle-pd20100203-2ARWT?OpenDocument&src=sph