Stay With Cyclicals Amid Tech Woes, UBS Australia Says
Bloomberg Television·2026-02-10 04:04
Australia's biggest companies heading into earnings season in an upbeat mood with expectations for the ASX 200 back at their highest since the middle of 2023. And the materials sector has been driving things thanks to these stronger commodity signals. Although the end of the RBA's easing cycle could weigh on consumer focus, sectors, risks also remain from the strong Australian dollar and elevated valuations.Let's get more with UBS Australia equity strategist Richard Shell back, which is good to see you. How ...