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THINK Australia: Finding resilience in industrial

Industrial warehouse

Harry Tan, Head of Research, Asia Pacific, explains why the Australian industrial sector presents an attractive investment opportunity and is among our most favoured sectors globally.

We hold a broadly positive view of the Australian economy over the medium-term for a number of reasons. Firstly, despite lingering uncertainty over the strength of the consumer sector, the broader economy has continued to perform well. Even while projections for consumer spending continue to stay rather soft (running at a stable 2% growth without much upside), consensus is still looking at a positive contribution to overall real GDP growth from the household sector. Therefore, we expect domestic final demand to contribute positively to overall medium-term growth, also taking into account the positive secular demographic trend foreshadowing the economy.

 

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Harry Tan

Harry Tan

Head of Research, Asia Pacific

Harry's biography