Dear %%first_name%%,
As the Budget bus gets ready to roll into gear tomorrow night, today I take a look at what’s happening in the economy and stocks that could be positioned to do well from some of what has been proposed.
Yes, there will be plenty of broken promises but do we really care? Perhaps that’s just what we expect from politicians now. Even with the debt levy, parts of this Budget could actually help the improving outlook, just as this economy is starting to really kick into third gear.
Also in the Switzer Super Report today, Shortlisted takes a look at a couple more stocks that could benefit from the Budget, like NIB Holdings, and James Dunn examines what is in the ASX’s new mFunds for SMSF investors.
In our new IPO Watch, Tony Featherstone picks out three new listed investment companies that he likes. Paul Rickard explains the new hybrid instrument offering from Westpac, while we reveal that auction clearance rates were a little softer this week.
Sincerely,
Peter Switzer