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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.

Morning Bell 20 November

Bell Direct
November 20, 2019

Closing Bell 19 November

Bell Direct
November 19, 2019

Morning Bell 19 November

Bell Direct
November 19, 2019

Closing Bell 18 November

Jessica Amir
November 18, 2019

Morning Bell 18 November

Bell Direct
November 18, 2019

Morning Bell 15 November

Bell Direct
November 15, 2019

Morning Bell 14 November

Bell Direct
November 14, 2019

Morning Bell 12 November

Bell Direct
November 12, 2019

Morning Bell 11 November

Bell Direct
November 11, 2019

Morning Bell 8 November

Bell Direct
November 8, 2019

Morning Bell 4 November

Bell Direct
November 4, 2019