Wry & Dry #11-26 Cringing in Beijing. Cost asymmetry. To lose one prime minister is…
Once again, Wry & Dry returns from warmer climes to find an embarrassment of embarrassments occurred in his absence.
Former ‘I stand with Dan’ t-shirt wearers have immolated that insignia of obeisance in disgust at his standing with Tsar Vlad, Emperor Eleven and Kim Jong-Un; the only happiness for the UK government is that the French government is proving even more incompetent; and Tsar Vlad decides it was time to test his Bunnings’ drones against NATO.
Reporting season concludes: Bapcor, Nib Insurance, Lynas Corporation and IGO Limited
The profit reporting season concluded last week, and we were pleased with the overall market growth and the relative performance of our client portfolios. See this month’s CIO video for more details.
This week’s Investment Matters covers some interesting economic data and results from three portfolio companies, Bapcor, Nib Insurance, Lynas Corporation and IGO Group.