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 13 November

Sophia Mavridis
November 13, 2023

Weekly Wrap 10 November

Sophia Mavridis
November 10, 2023

Morning Bell 10 November

Sam Kanaan
November 10, 2023

Morning Bell 9 November

Sophia Mavridis
November 9, 2023

Morning Bell 8 November

Sam Kanaan
November 8, 2023

Morning Bell 7 November

Sophia Mavridis
November 7, 2023

Morning Bell 6 November

Sam Kanaan
November 6, 2023

Weekly Wrap 3 November

Grady Wulff
November 3, 2023

Morning Bell 3 November

Sam Kanaan
November 3, 2023

Morning Bell 2 November

Grady Wulff
November 2, 2023

Morning Bell 1 November

Sam Kanaan
November 1, 2023

Morning Bell 31 October

Sam Kanaan
October 31, 2023