Paul Xiradis
Paul Xiradis
backing china demand good miners news rally
I'm still backing the miners to outperform because there's no let up yet in the commodities boom. A lot of the good news about demand from China may be understated and you'd have to think this rally has some way to go yet.
buoyant commentary demand reasonably results suggested supply
The commentary that went with the results was encouraging and suggested things were reasonably buoyant and the imbalance between supply and demand still remains.
banks business expected held housing improved lending outlook past six
The outlook for the banks has improved substantially in the past six months. Housing lending has held up better than expected and business lending has been very, very strong.