Archives: Questions And Answers
Blimey, talk about moving from the frypan – South Korea – into the fire – Japan! I’m invested in HJPN (Japan hedged) rather than IJP (Japan unhedged) because until very recently HJPN has performed much better. I have been reading lots on Scott Bessant’s move to bolster the yen as it is very much in America’s interest to do so. I watch the exchange rate carefully. But, I’m in rather a fog as to whether I should sell quickly if the traders have their way and it falls, or wait and judge the reaction of BoJ and the US until a direction becomes clearer. Any suggestions from your team would be appreciated. I’m not used to dealing with these huge currency challenges!
Do you like TLS At 4.74 after report?. Is ASX Limited a short around $64?. What do you see stopping CWY Deal getting done at 3.13?. Will ppt get sold for 22.50? David C
Good evening,
If you were to build a portfolio of 5 ASX resources stocks (across base metals, precious metals and energy) what would be your highest conviction picks right now and why. Can be large cap and small caps.
Apologies guys but can you please advise your latest thoughts on MA2HA. Think you have addressed this one over time – but your latest thoughts pls.
Cheers