Long term trends in global trade – Reporting season concludes – Bega, Johns Lyng and Nanosonics
One of the core thematics that the First Samuel looks to incorporate in client’s Australian shares sub-portfolios is the changing nature of global supply chains. This week Craig explores the patter of global trade and the reason we believe it may continitue to decline.
Plus, read our review the results from Bega, Johns Lyng, and Nanosonics as company profit reporting season concludes.