What Matters Today: Reviewing some less discussed stocks at the start of the Lunar New Year
The bullish ASX200 continues to confound many pundits that simply focus on the index as opposed to the stocks/sectors beneath the hood. These individual areas are probably more than I’ve ever witnessed running their own race as inflation and rate expectations have been influencing market sentiment almost more than earnings themselves. However, by definition, this heard style mentality can provide opportunities when investors don’t pay enough attention to less popular stocks.
- We believe 2023/4 will continue to deliver significant performance divergence across various stocks/sectors within the ASX.
MM is neutral bullish on the ASX200 as it approached all-time highs
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