And we don't see that the industrialization of China is about to slow anytime soon.
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We have moved from can General Motors go bankrupt to when will it go bankrupt. This is a dangerous company because of its size.Daniel Broby
Companies are going to deliver good numbers. Aside from the usual company-specific disappointments, we are going to get further confirmation that things are moving in the right direction.
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There's a misconception about growth stocks. A lot of companies that have traditionally been classed as growth simply aren't growing any more. You have to look beyond the label.
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We're very pleased they have been so rapid in their integration and that they have turned around brands. That really shows they have excellent management.
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We don't see that the industrialization of China is about to slow anytime soon. Even coal as a commodity is starting to become interesting again. So BHP has another leg in the market.
Daniel Broby
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