Company
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Andrew Dale
ECP Asset Management
Julia Lee
Burman Invest
Chris Richardson
Deloitte Access Economics
David Bassanese
BetaShares
What are the key calls from this clip?
From this segment, three calls stand out:
• BHP, constructive on China stimulus supporting iron ore into H2.
• CBA, margin pressure easing; dividend outlook stable.
• WES, consumer discretionary holding up better than feared.
Every expert call, searchable in seconds.
