Jun Bei Liu on why a falling economy may not mean a falling market
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Show Notes
The ASX was one of the world’s top performing sharemarkets in 2022, and has burst out of the gates in 2023. So how do investors position themselves when the top might be in?
Jun Bei Liu of Tribeca Investment Partners shares her thoughts on:
- Why the banking sector may have its best half yet
- What reporting season has in store
- What to buy in a sell off, and
- The stocks and sectors she’s staying away from*
* Including a top pick from a favourite guest
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