ASX reporting season: temper your enthusiasm (but only slightly)
About this episode
The episode discusses the ASX reporting season and explores indicators of resilience in the Australian economy amidst tempered growth promises.
Interest rates, business confidence, valuations and the staying power of the consumer dominated conversations as corporate Australia tempered its growth promises heading into 2025. David Wilson and Christian Guerra join us from the First Sentier Investors Australian Equities Growth team to explore the encouraging indicators they believe show resilience in the underlying economy. They share perspectives on companies they believe have the potential to deliver quality earnings growth in a challenging market environment. This episode is for Australian audiences only. Disclaimer This material has been prepared and issued by First Sentier Investors (Australia) IM Ltd (ABN 89 114 194 311, AFSL 289017) ( FSI AIM ), which forms part of First Sentier Investors, a global asset management business. First Sentier Investors is ultimately owned by Mitsubishi UFJ Financial Group, Inc ( MUFG ), a global financial group. References to “we” or “us” are references to First Sentier Investors. Some of our investment teams use the trading names FSSA Investment Managers, Stewart Investors and RQI Investors. A copy of the Financial Services Guide for FSI AIM is available from First Sentier Investors on…
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