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LIVE from ASA: Perpetual's James Holt on 3 companies to benefit from decarbonisation & the most impressive business models

Australian Investors Podcast

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How to Measure Consumer Business Expectations

Inflation often doesn't show up in numbers. We could actually see the inflation problems coming in 2020, he says. It's not because we had a genius background long. You've got this push and pull effect, which causes a wage price cycle to occur. And I think it has this red wage sort of spiral potential as well.

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