In an interview with ausbiz, Tribeca Investment Partners’ Jun Bei Liu shares the investment case for six stocks that have been impacted by the recent lockdowns and opportunities in the reopening trade for sectors such as retail, travel, and the housing market, including Domain (ASX: DHG), Lovisa (ASX:LOV) and Nine Entertainment (ASX: NEC) as companies to watch. Jun Bei can see upside with businesses that have exposure both online and in brick-and-mortar stores.

Watch the interview below: