Why would you short Tassals *now*?, page-934

AFR story suggesting sector rotation is favoring consumer staples, which should benefit us, as thats what sector we are in, but disruption exports and restaurants mean we arent really defensive like others in the sector that actually benefit from lockdowns like logistics, consumer goods, supermarkets... Maybe we will catch up in a few months when lockdowns ease.

"Mr Steed said the rising number of COVID-19 cases through July prompted a basket of Australian fund managers included in JPMorgan’s index to increase holdings in healthcare, real estate, consumer staples and tech businesses."

[PAYWALL] https://www.copyright link/markets/equity-markets/delta-s-path-leads-fundies-back-to-defensive-growth-20210831-p58ni3