Tuesday, June 11, 2013

What's is happening with Australian Stocks? Paul Taylor, Portfolio Manager of Fidelity Australian Equities

Paul Taylor, the Portfolio Manager of the Fidelity Australian Equities Fund, talks about the outlook for the Australian economy and why Australia’s stock market is more than a resources play.

What's your outlook for the Australia's economy?

  • What are the key risks?
  • The Australian dollar has been strong in recent years. Where is it headed?
  • What’s the outlook for commodities given that Chinese demand could slow?
  • How is the Fund positioned in the natural-resources space?
  • What is your view on the financials sector, particularly on banks?
  • What are the other overweights in the Fund?



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