Markets guru James Aitken on what investors need to own - The Australian Financial Review

The financial markets expert believes Australia could emerge as a winner in a tense geopolitical world order where resources are more valued.

A looming federal election and a potential change of government is not a concern to Mr Aitken. Australia is on the cusp of the biggest positive terms of trade shock. The great re-rating While Austr… [+6572 chars]

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