I think MACQUARIE should be better than us in the understanding of the valuation of MDT, MOF etc. MACQUARIE already sold out MDT but increased hold of MOF to 15%+.
MKT The ASX can overlook its Telecomm small-caps. Here’s one diversified brand with an international footprint
Week 45 Wrap: Combat sports usher in Trump 2.0 – or is it male insecurity?; RBA boring; Propane suggests China alive