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The Morning Mail

EPISODE 175 - PAUL RYAN



On today’s edition of the Morning Mail, David is joined by Paul Ryan, Head of Research at Evans and Partners.

Regularly on the Morning Mail our guests refer to themes within the market. This morning we nominate a number of themes and ask Paul to allocate companies under his coverage to these themes. As part of this discussion, Paul highlights his preferred company to gain exposure to the various themes.

Themes covered include Resources, Offshore Expansion, Demographic & Regulatory Change, Australian Consumer and US Consumer/Currency Recovery.