The ASX200 is reflecting an over 5% increase YTD but stretched valuations and lagging financials mean investors should tread carefully heading into 2026. Analysts expect resources to take the lead next year, supported by signs of stabilisation in China, while banks and tech face tougher conditions. With the RBA likely pausing rate cuts through early 2026 and inflation still sticky, sector positioning will be key. In this week’s video, Sophia covers: (0:22): a review of the ASX200 in 2025(1:02...
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The ASX200 is reflecting an over 5% increase YTD but stretched valuations and lagging financials mean investors should tread carefully heading into 2026. Analysts expect resources to take the lead next year, supported by signs of stabilisation in China, while banks and tech face tougher conditions. With the RBA likely pausing rate cuts through early 2026 and inflation still sticky, sector positioning will be key. In this week’s video, Sophia covers: (0:22): a review of the ASX200 in 2025(1:02...
Starting in the US, overnight Wall St continued its rebound sparked by a revival of the AI trade, with gains primarily lead by Google parent company Alphabet. The S&P 500 increased by 1.59%, the Dow Jones gained 0.44%, while the Nasdaq jumped 2.69%, as other big tech names such as Broadcom, Palantir, AMD and Nvidia all followed Alphabet’s lead and posted gains. Across other international markets, it was a mixed bag of results. In Europe, the broad Stoxx 600 edged slightly up 0.14%, ...
Between the Bells
The ASX200 is reflecting an over 5% increase YTD but stretched valuations and lagging financials mean investors should tread carefully heading into 2026. Analysts expect resources to take the lead next year, supported by signs of stabilisation in China, while banks and tech face tougher conditions. With the RBA likely pausing rate cuts through early 2026 and inflation still sticky, sector positioning will be key. In this week’s video, Sophia covers: (0:22): a review of the ASX200 in 2025(1:02...
