We are adding further structural growth exposure to Wilsons Australian Equity Focus List with the addition of SEEK (SEK) following the removal of Sydney Airports (SYD).
The recent global macro concerns centered around China property developers have coincided with a seasonally weak period of the year for equity markets. This creates an opportunity to add a high growth exposure to the Focus List that has been over-sold on market concerns rather than on stock-specific grounds.
With the addition of SEK, one-third of the Focus List is now directly exposed to companies we believe have strong structural growth characteristics over the medium to long-term. In our weekly report we cover:
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John is a leading investment strategist with 20 years experience.