TBE,
http://www.blackrockinvestments.com.au/Advisers/MarketInsight/TeleconferenceandAudioCasts/index.htm
Go to BlackRock Wholesale Australian Share Fund Update. On slide 3 of 4, the sixth idea down "Overweight EMT vs Industrials - significant mispricing relative to earnings capability".
Hope this helps!
ETC
entertainment media & telecoms corporation limited
blackrock key ideas for july 2009, page-3
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