We are joined on the Morning Mail by our regular Monday guest, Evans and Partners Chief Investment Officer Mike Hawkins.
We discuss Mike’s weekly publication “The View from the Outer” this morning. The weekly is titled “Good Stuff” and focuses on the recent International Monetary Fund report that covers the key drivers impacting the global economy. We discuss what the report highlights and the table detailing the extent of “overheating” risk in many emerging economies.
Separately Mike comments on the risk to domestic company earnings in FY12, leading into the period where updates on likely FY11 results will be announced by listed companies.
