Yarra Capital Management believes that margins of bulk commodity miners are extraordinarily high, to the point where you can question their sustainability.
Read more from AFR Weekend…. (subscription required)
22 Jul 2017
Yarra Capital Management believes that margins of bulk commodity miners are extraordinarily high, to the point where you can question their sustainability. Read more from AFR Weekend…. (subscription required)
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Deeper dive: APPF
Roy Keenan, Head of Australian Fixed Income and Portfolio Manager of the Yarra Enhanced Income Fund, details the backdrop to...
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Dion Hershan: 805 days down (and counting)
With interest rate hikes starting to bite, Dion Hershan, Head of Australian Equities, asks just how resilient will Australia’s economy prove...
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