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Three microcap budget winners

March 29, 2022
Three microcap budget winners

Following a large sell off in higher risk parts of the market and the more illiquid part of the small and microcap universe, Joel Fleming, Portfolio Manager of Yarra’s Microcaps Strategy, believes it’s a stock picker’s market.

In this interview with Nadine Blayney from ausbiz, Joel details why he’s watching the budget closely and why he’s expecting positive news for the infrastructure and defence sectors.