Dear %%first_name%%,
There are some big growth themes playing out and for investors it’s about understanding what these themes are and the types of companies that will benefit from this growth.
Today, Charlie Aitken revisits the Chinese consumer growth story and picks one stock set to benefit from China’s demand for wine. I’ll drink to that! Also in the Switzer Super Report, Tony Featherstone uncovers some sustainable opportunities in the clean energy theme, while Graeme Colley gives us the ins-and-outs of the sole purpose test and why you may need to revise your investment strategy.
Plus, in Buy, Sell, Hold – what the brokers say, last week repeats itself with another broker upgrading a raft of gold stocks. Traditional miners, however, are back in the not-so-good books. And in Questions of the Week, we look at a number of questions around NAB’s demerger with its UK business and what to do with those CYBG shares.
Sincerely,
Peter Switzer