Don't lose sight of what you actually own
Comment of the Day

April 28 2020

Commentary by Eoin Treacy

Don't lose sight of what you actually own

Thanks to a subscriber for this report from Canaccord Genuity focusing on Australia. Here is a section:

Eoin Treacy's view

A link to the full report is posted in the Subscriber's Area.

It is probably true that Australia is about to have a technical recession. The fires, lockdowns and collapse in Chinese demand are all contributing factors. However, it is also worth remembering that the medium-term response to the coronavirus is likely to be an epic infrastructure development spending spree which will be global in nature. For commodity exporters like Australia that is likely to be good news.

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