Investor Presentation - May 2012 - Wilson Asset Management
Investor Presentation - May 2012 - Wilson Asset Management
Investor Presentation - May 2012 - Wilson Asset Management
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Looking Ahead<br />
Forward P/E for the Australian market<br />
• Global deleveraging to continue<br />
• Interest rate cuts positive for equity<br />
markets<br />
• Industrial stocks cheap on a<br />
historical basis<br />
• Expect continued merger and<br />
acquisition activity in Australia with<br />
balance sheets in good shape<br />
*Source: Merrill Lynch<br />
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