Julia Weng is portfolio manager of Paradice Investment Management’s Australian equities strategy.
Three of your top 10 holdings (Commonwealth Bank, National Australia Bank and ANZ) in May were banks. What do you think of the sector being heavily sold off lately as investors prepare for a slowdown? Do you think it’s overdone?
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Joanne Tran is a markets reporter for The Australian Financial Review in the Sydney newsroom. Connect with Joanne on Twitter. Email Joanne at jo.tran@afr.com
