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James Gerrish on Ausbiz

GMG
  • This morning, James covered Profit taking in technology and resources sectors following strong rallies
  • Goodman Group (ASX:GMG) reconfirms earnings guidance, spoke to a 2H skew which is out of the ordinary.
  • Commodities impacted by rising US dollar and market volatility, but long-term outlook remains positive
  • AI trade not seen as a bubble; fundamentals in key global tech names remain strong.

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James Gerrish on Ausbiz
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