Dear %%first_name%%,
Emerging markets were on everybody’s lips this week, as the US and local markets took a dive following the bad news in Turkey and India, and then recovered… again.
I like Charlie Aitken’s take on all this. He says it would be a mistake to confuse these issues with a fundamental problem for developed markets. He likes the UK, and in NAB finds a company that is exposed to that recovery.
Also in the Switzer Super Report, we have Tony Featherstone’s four best yield picks from the mid-cap tier and Tony Negline answers a curly question from one of our subscribers about what you can, and can’t do, with property in your SMSF.
In his review of the industrial sector today, Ron Bewley picks Asciano, Aurizon and Transurban. Paul Rickard responds to questions about timing the market and in Buy, Sell, Hold – what the brokers say, Boral gets an upgrade on a good first half result.
Sincerely,
Peter Switzer