Good for you. The budget response generally has been way overblown and will naturally cop all of the short term blame where companies fall short of estimates. But when you look at the actual spending and tax changes in total they are very mild and would barely show up in impacting real demand. Much more important for future health spending is what happens in China and its impact on Aussie growth and the budget...which may have to be tightened again.
doubled my holding this morning, page-2
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