Dear %%first_name%%,
Despite the recent awful events in Paris that shook us all, the markets have not exactly caved-in. You all know me as the eternal optimist and it’s about time we realised there is good news out there. Just look at our job numbers and the RBA’s reasonably upbeat assessment on economic growth.
This week, my mate Charlie Aitken reminds us about the importance of investing. He says that we have to separate emotion from reality. He also notes that now is not the time to shy away from risky assets.
It’s not just our health and food stocks that are doing well out of Asia. In the Switzer Super Report today, Tony Featherstone looks at tourism stocks leveraged to Asian demand – he shares with us three quality picks that are also well-priced.
We also take a look at Insync Funds Management’s Professional Pick – a global stock well known to all of us that is facing a better future after some growth challenges.
In Buy, Sell, Hold – what the brokers say, gold companies are back in favour while insurer QBE faces a downgrade. In Questions of the week, we answer reader queries about ETFs and LICs, going down the corporate trustee path and a friendless stock.
Sincerely,
Peter Switzer