Andrew, Matt, and Claude discuss the market rotation into small caps, DroneShield, Advanced Braking Technology, and Adacel Technologies and the challenges of investing in companies dealing with the Government.
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0:57 - Rotation to small caps
7:50 - DroneShield (ASX: DRO)
21:01 - Advanced Braking Technology (ASX: ABV)
27:28 - Macro - China
29:28 - Adacel Technologies (ASX: ADA)
33:01 - Investing in companies dealing with the Government