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Earnings growth: good, not great (08/04/2014)

Earnings growth: good, not great (08/04/2014)

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  1. stephen mcmahon

    When you say “in cash” where is it “in cash” in a bank account at .25% or a stort term, term deposit at 3.5% or elsewhere

  2. “earnings growth good, not great”? I would have thought the earnings figures posted by the companies you guys actually own, rather than the index, have indeed been great eg Seek, Carsales, G8, Sirtex, Ramsay, TPG….

  3. ABC TV The Business Tuesday 8 April 2014. Roger is absolutely correct about the dud FTAs.

    If I may ask Roger, what should a (new) political party’s policies be in order to fix the current account deficits and to create value adding (manufacturing) industries please. Thank you.

    • We have to start with, tax holidays for start ups. Think SIngapore’s system of about $200k tax free for the first three years…In essence this gives freedom to the market to identify what competitive advantages Australia has. The Australian government is a poor allocator of capital but the market is not. Once the market has identified what we are good at, the government can come in over the the top and support and protect it.

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