We're expecting even more weak data to come out of the U.S.. We're not excited about stocks that are linked to the U.S. demand cycle for at least the next three to six months. - Atul Lele Quotes
We're expecting even more weak data to come out of the U.S.. We're not excited about stocks that are linked to the U.S. demand cycle for at least the next three to six months. Atul Lele
 

More - Atul Lele Quotes

Momentum is on the mining companies' side, at least for the short term, as current commodities prices feed through to earnings. - Atul Lele Quotes

Momentum is on the mining companies' side, at least for the short term, as current commodities prices feed through to earnings.

Atul Lele

 
I think offshore investors would be looking at the Australian telecommunications market and seeing a stock that is already fully priced compared to its international peers and has sentiment weighing on it, at least for the shorter term. - Atul Lele Quotes

I think offshore investors would be looking at the Australian telecommunications market and seeing a stock that is already fully priced compared to its international peers and has sentiment weighing on it, at least for the shorter term.

Atul Lele

 
Their earnings are more defensive than much of the discretionary retail sector and they manage it better. It's helping them in this period and will keep helping them in the future. - Atul Lele Quotes

Their earnings are more defensive than much of the discretionary retail sector and they manage it better. It's helping them in this period and will keep helping them in the future.

Atul Lele

 
In the mining sector, we do see consolidation going ahead. Some of the zinc producers, given the supply and dynamics may look attractive. - Atul Lele Quotes

In the mining sector, we do see consolidation going ahead. Some of the zinc producers, given the supply and dynamics may look attractive.

Atul Lele

 
We certainly didn't expect such a bearish outlook and they haven't given any earnings guidance, which is a pretty negative sign. - Atul Lele Quotes

We certainly didn't expect such a bearish outlook and they haven't given any earnings guidance, which is a pretty negative sign.

Atul Lele

 Guidance
It's an excellent outcome for Toll even though they had to make a significant number of concessions. - Atul Lele Quotes

It's an excellent outcome for Toll even though they had to make a significant number of concessions.

Atul Lele

 
Funds management has been a standout, but is as expected, given the strong investment markets. Business lending is also strong and has slightly offset weakness in Westpac's home-lending segment. - Atul Lele Quotes

Funds management has been a standout, but is as expected, given the strong investment markets. Business lending is also strong and has slightly offset weakness in Westpac's home-lending segment.

Atul Lele

 Business
And our market is being helped by a bounce in commodity prices, after they were heavily sold off in the past few weeks. - Atul Lele Quotes

And our market is being helped by a bounce in commodity prices, after they were heavily sold off in the past few weeks.

Atul Lele

 Bounce
It's a very appropriate price for Patrick. Toll is going to become a very powerful player in the industry. - Atul Lele Quotes

It's a very appropriate price for Patrick. Toll is going to become a very powerful player in the industry.

Atul Lele

 
For Patrick, it's great for shareholders because it should see them garner a higher price. - Atul Lele Quotes

For Patrick, it's great for shareholders because it should see them garner a higher price.

Atul Lele

 
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