Brian Ingham
Brian Ingham
cent growth per rely shares yield
The shares are underpinned by the dividend. With a yield of around 8 per cent you don't need to rely on growth prospects.
concerned earnings growth low overly
We're not overly concerned about the U.S.-related shares. There's enough earnings growth and valuations are low enough to still be confident.
chinese convinced demand hype matches quite reality resources shares
We're lightening up on resources shares because we're not convinced that the hype about Chinese demand quite matches the reality.