Shona
Congratulations on a great 2nd post...well structured and quality content.
A mate, when we discussed about 6 months ago where the instos/investment banks might focus next, was saying he is watching for the signs that they are starting to taper their investing in the big banks and big miners (i.e. iron/coal) and other blue chips coming off their highs - and moving to mid tier or more speculative investments
This ANZ analysis seems to be leaning in that direction...once that occurs it can only be a good thing imo...
cheers
Shona Congratulations on a great 2nd post :)...well structured...
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