Skip to main content

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.

Morning Bell 28 January

Paulina Peters
January 28, 2021

Morning Bell 27 January

Paulina Peters
January 27, 2021

Weekly Wrap 22 January

Jessica Amir
January 22, 2021

Morning Bell 22 January

Jessica Amir
January 22, 2021

Morning Bell 21 January

Jessica Amir
January 21, 2021

Morning Bell 20 January

Jessica Amir
January 20, 2021

Morning Bell 19 January

Jessica Amir
January 19, 2021

Morning Bell 18 January

Jessica Amir
January 18, 2021

Weekly Wrap 15 January

Jessica Amir
January 15, 2021

Morning Bell 15 January

Jessica Amir
January 15, 2021

Morning Bell 14 January

Jessica Amir
January 14, 2021