Sendgold, page-57

APX APT Wisetech are some that have gone up massively not reflective of their revenues/profits.

ASX was off it’s all time high by 10% under cloud from China proxy growth in the midst of trade way. I’m going to be cautious in this sector because it requires a lot of generic market sentiment.

Our markets were diverging from US, once played catch up then outperform and now playing catch again.