Australian Election: winner and losers – a first look

Posted: September 9, 2013 in Uncategorized
Tags: , ,

And the Liberal won! As I suspected the outcome was pretty much in the market. Anyway there will be some winner and losers.

Looking at the main industries


Builders (carbon tax)

Miners (carbon and mining tax)

Energy extraction companies (carbon tax)

Transport (carbon tax)




Healthcare (no new spend)

IT Services (Less public Service)

Diversified Financials ( 2 years freeze of the increase of the concessional contribution) 

Utilities (specially gas retailers – green energy)

Anyway, in the short term 4 to 6 weeks, the global events will be too important.

  1. Mick says:

    Thanks Fabio, I enjoyreading your comments.I was disappointed when I found that you had left CFS!
    Cheers, Mick

    • Hi Mick. Thank you. I was displeased notvto be able to say goodbye to a lot of client/friends but I was for
      bidden. Anyway now I am in a new company where I can be more active. But I miss the client contact I had in Carringtob. Hope all is good with you. Fabio

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