I've sat through 6 fund manager updates this week so far (4 more booked In but I can see myself declining a few out of boredom) and the only common theme has been stimulus measures will be the driver of performance of companies over the next foreseeable period. When this period begins in earnest is debatable but one thing not in question is the need for steel (iron ore) in the grand scheme of things.
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I've sat through 6 fund manager updates this week so far (4 more...
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