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Seeing value in globally exposed industrials

admin, October 2015

October 2015

Andrew Stanley, Head of Australian Equities at Ralton Asset Management, sees value in globally exposed industrials that are investing for the future, “Companies that are actually reinvesting to grow their business, even at this point in the cycle, to us are attractive because they will keep growth coming through in years to come.” He highlights names such as Brambles Limited (BXB), Incitec Pivot (IPL) and Amcor Limited (AMC) as companies he likes in the industrials space. Considering the current economic environment, he also favours the education and tourism sectors. Watch video

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