Moving forward, page-45

Something I've been thinking about lately is the effect of the AUD. I've been pivoting my portfolio of Australian shares to companies that are internationally trade exposed. We're seeing a collapse in yield spreads at the moment which means that the AUD shouldn't be too far off falling significantly (it's actually collapsing at the moment) which may have a material affect on revenue inflows (depending on how specific contracts are structured). That mostly reflects what's happening in the US but I think Europe should fall, albeit slower. That said, this will be relatively minor in the grand scheme of a company trying to ramp up its sales in general.

DYOR and all that, just something i've been considering lately, obviously dangerous to try and predict macro trends.