One of the world's biggest fund managers T.Rowe Price agrees with many of our top brokers (Macquarie is NOT a top broker unless you work for it) that CSR and other building materials companies are the place to be in 2016. It expects the current high levels of activity in the housing market to continue, while the new government "brings a can-do attitude, conducive for progress on infrastructure development, boosting growth and sentiment". Full report in AFR today.
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