BT: "We continue to believe that short-term, smaller companies will record strong gains - a result of improved investor confidence". "We believe the global economic recovery is underway...".
Top ten Small Cap stocks (from BT):
Transfield
Salmat
ARB Corp
Primary Healthcare
Infomedia
WAM Capital
SFE Corp
IRESS
STW Comms
Pacifica
Underweight:
Ventractor, Norwood Abbey, Peptech and Novogen.
Cheers