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The Morning Mail

EPISODE 2



Our Chief Investment Officer Mike Hawkins joins David Hay on the Morning Mail today.

With the ongoing market volatility, he outlines his key thoughts to investors including specific portfolio stock ideas.

Post a visit from Telstra to our office during the week, Mike provides a brief update on our Telstra view.

As we went to air this morning, changes to the Rent Resource Tax have were announced - now to be known as Minerals Resource Rent Tax (MRRT). Mike provides his view as to what action to take as this news is digested by the market.