August reporting highlights, steel, iron ore, Evergrande, API, PMV, KMD, IAG


Fund Manager Chris Pedersen discusses highlights from the August reporting season, sector upgrades/downgrades, increase in funds to invest since 2020, GDP for China, USA, India, Japan and Australia, US 10 year treasury bond, steel production, iron ore production, iron ore seaborne supply vs demand, current perceived market risks, Evergrande, Sigma Healthcare’s (ASX:SIG) bid for Australian Pharmaceutical Industries (ASX:API).

Companies discussed:

Premier Investments (ASX:PMV)
Kathmandu (KMD.NZ; ASX:KMD)
Insurance Australia Group (ASX:IAG)