Wry & Dry #17 FY-24: China. Keating. Anti-Semitism.

Some weeks ago, Wry & Dry suggested that the incoming head of the Productivity Commission Ms. Michelle Wood might get the DCM before starting her job. Her then sin was proposing an inheritance tax.

Wry & Dry mused then that perhaps she suffered from RDS. Proposing an inheritance tax certainly got the headlines.

But then on Wednesday, she again put her head above the parapet.

Inghams: laying golden eggs

Inghams is the dominant supplier of chicken products in Australia. It is also amongst the largest positions in client portfolios. In the past week, it delivered an update on progress within the business across the first half of the fiscal year.