Jan 06 2025 34 mins 159
If bank stocks ran too hot on the ASX in 2024, should investors chase them again in 2025?
Perhaps there are better opportunities in the year ahead: We're talking miners, industrials and technology leaders.
Jun Bei Liu, portfolio manager at Ten Capital joins wealth editor James Kirby in this special summer edition of the show.
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In today's show, we cover:
* The limited outlook for bank stocks
* The forces that may trigger a rebound for resource stocks
* Why the consumer retail boom will keep going
* CSL, JB Hi-Fi, Pro Medicus, Rio...what's in store?
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