The ASX200 has fallen 15% since mid-April and while more wouldn’t surprise us over the coming months, especially considering the macro backdrop, we believe its time to start considering rotating portfolios away from the established trends of the last 6-months, with one very contrarian idea catching our attention:
- MM believes the Tech Sector will outperform the Energy Sector over the coming months i.e. hence why we sold Woodside Energy (WDS) last week.
MM remains neutral the ASX200 short-term
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