Month: July 2018
Stock
Pendal Group (PDL) $9.56 as at 10/07/2018
Stock
Amaysim (AYS) $0.90 as at 10/07/2018
Australian Stocks from here
Two weeks ago we said “it feels like some underweight fund managers have been forced to commit some of their cash into Australian stocks”. We also pointed out that in the recent Bank of America (BofA) Fund Manager survey fund managers allocation to stocks was sitting at an 18-month low – certainly not bearish stuff at the time.
Really bullish, there's more to go in the reflation rally
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