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

Winners

Builders (carbon tax)

Miners (carbon and mining tax)

Energy extraction companies (carbon tax)

Transport (carbon tax)

Gaming

Infrastructure

Losers

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.

Advertisements
Comments
  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

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s