Australian market opportunities - structural or cyclical?

Paul Taylor | Fidelity Worldwide Investment | October 2012

When looking at Australian stocks to determine their investment prospects - today and tomorrow - it is also important to look at how they are being impacted by shifts within the Australian and global economies.

There is some confusion in the market about what is being caused by Reserve Bank of Australia interest rate settings (and resultant high A$) and what is being caused by larger structur...