Nicholas Yeo
Nicholas Yeo
australia concern due emerging growth india markets remains
Australia remains a concern due to its size. The consolation is growth from emerging markets in Indonesia, India and Thailand.
definitely intense makers seeing shortest
There's definitely an oversupply and intense competition. LCD makers are seeing one of the shortest recoveries in the industry.
balance defensive domestic elements good high looking strong yield
When things are not looking good you have to go for defensive elements like strong balance sheet, high dividend yield and domestic plays.