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“Mid-cap stocks are more domestic and much less reliant on overseas markets and overseas concerns.”
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“Stronger equity markets mean higher fees so if you want the very leveraged play on a bull market then you buy an asset manager or broking firm.”
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“We're a bit tentative about going through the high. There's still a bit of uncertainty around.”
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“It's been a few weeks since we've had any action so that's what we're waiting on.”
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“This theme is continuing and not just in the mining stocks, but in any related sectors. This is a macroeconomic trend.”
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