EPISODE 305 - CATHY MOISES
One the first edition of the Morning Mail this week, David is joined by Evans and Partners Senior Research Analyst Cathy Moises.
After a week of travelling to visit clients and companies, Cathy comments on where their interests lie in the current market environment. Following the heavy fall in base metals prices over the last month, Cathy also discusses the impact these moves have had on the valuations of the companies she covers. As part of the discussion, she outlines her current preferred portfolio exposures.
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