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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RBA ignores weaker real economy and hikes
The RBA hikes interest rates by 50 bps and now appears to be playing catch-up after failing to detect the...
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Amazon not about winner takes all
Yarra Capital Management’s Katie Hudson on the sectors and companies likely to deliver top line growth as opposed to lifting...
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