Big picture decisions for Australian equities in 2013
Markets in 2011/2012 have been dominated by four big themes. In the face of GFC2 fears, investors have preferred the safety of defensives and chased dividend yield over capital growth. These big macro themes may once again dominate thinking in 2013, but how will the year ahead compare to 2012?
Here is an article from Macquarie Equites that sheds some light on a more positive aspect of the market.