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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.

Closing Bell 22 November

Grady Wulff
November 22, 2022

Morning Bell 22 November

Sophia Mavridis
November 22, 2022

Closing Bell 21 November

Grady Wulff
November 21, 2022

Morning Bell 21 November

Grady Wulff
November 21, 2022

Weekly Wrap 18 November

Sophia Mavridis
November 18, 2022

Morning Bell 18 November

Sophia Mavridis
November 18, 2022

Closing Bell 17 November

Sophia Mavridis
November 17, 2022

Morning Bell 17 November

Grady Wulff
November 17, 2022

Closing Bell 16 November

Grady Wulff
November 16, 2022

Morning Bell 16 November

Grady Wulff
November 16, 2022

Closing Bell 15 November

Grady Wulff
November 15, 2022

Morning Bell 15 November

Bell Direct
November 15, 2022