Article: Rates rise positive sign of recovery.

Byline: Justin Bailey

Nov 03, 2009 (The Australian Financial Review - ABIX via COMTEX) -- Graham Harman of Citigroup says cyclical stocks are likely to benefit from the Reserve Bank's decision to increase the cash rate by 25 basis points on 3 November 2009. Citigroup's analysis suggests that Qantas, QBE Insurance, Fairfax Media and Austereo are among the cyclicals that should benefit, as rising interest rates are an indicator of stronger economic activity. However, some retailers may be adversely affected, as many consumers will have less disposable income.

Publication Date: 4 November 2009

 
RESERVE BANK OF AUSTRALIA 
CITIGROUP PTY LTD 
QANTAS ...

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