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Weekly Wrap 1 December

Grady Wulff
December 1, 2023

The final month of 2023 is here and it’s time to look back at how some of the key ASX sectors performed this year so far. Some sectors like staples and discretionary stocks have surprised the market for respective reasons, while healthcare has underperformed which opens some investment opportunities heading into 2024.

Key strategic moves from companies included capital structure restructuring and inventory reduction which helped boost the share prices of some retailers, while a slowing growth outlook is hurting some key tech names as we motor towards 2024.

In this week’s wrap, Grady covers:

  • (0:44) Why the technology sector soared in 2023.
  • (2:15) Headwinds facing some consumer staples stocks.
  • (3:22) Discretionary stocks that surprised the market in 2023.
  • (4:34) Financials pulling back late this year.
  • (4:52) Energy and geopolitical tensions & output fluctuations.
  • (6:51) The most traded stocks by Bell Direct clients this week.
  • (7:22) RBA rate decision & US jobs data out next week.

Read the transcript here.

Weekly Wrap 20 December

Bell Direct
December 20, 2024

Morning Bell 19 December

Bell Direct
December 19, 2024

Morning Bell 18 December

Bell Direct
December 18, 2024

Morning Bell 17 December

Bell Direct
December 17, 2024

Morning Bell 16 December

Bell Direct
December 16, 2024

Weekly Wrap 13 December

Bell Direct
December 13, 2024

Morning Bell 12 December

Bell Direct
December 12, 2024

Morning Bell 11 December

Bell Direct
December 11, 2024

Morning Bell 10 December

Bell Direct
December 10, 2024

Morning Bell 9 December

Bell Direct
December 9, 2024

Weekly Wrap 6 December

Bell Direct
December 6, 2024