29 Quotes by Atul Lele

We're expecting even more weak data to come out of the U.S.. We're not excited about stocks that are linked to the U.S. demand cycle for at least the next three to six months.

The real factor for this stock remains the pricing environment. They and their Australian competitors are suffering, and some of the Japanese steelmakers are also affected.

There is a lot of cash around at the moment, and established infrastructure with stable cash flows is an appealing investment.

Momentum is on the mining companies' side, at least for the short term, as current commodities prices feed through to earnings.

Basically this sub-concession will give them more control and it's important because it is the last available sub-concession. But the real issue for us is when their two casinos are going to be completed as there were some delays and changes to the development.

Funds management has been a standout, but is as expected, given the strong investment markets. Business lending is also strong and has slightly offset weakness in Westpac's home-lending segment.

Patrick shares are going to be up near A$8 because that is what the market was looking for before it was blocked. When it got shot down by the regulator everyone was disappointed, but upwards of A$8 is what is needed.

That can lead to oversupply from six months to 12 months on. But in the next six months, the momentum for aluminum is very strong and prices will rise.

I think offshore investors would be looking at the Australian telecommunications market and seeing a stock that is already fully priced compared to its international peers and has sentiment weighing on it, at least for the shorter term.