Jun Bei Liu, Portfolio Manager of Tribeca Investment Partners (Core and Conference Fund Manager), recently featured on ausbiz to delve into the Reporting Season and provide her outlook for FY24. She expects retailers, in particular, to downgrade due to uncertainties associated with the weak consumer. This concern is especially relevant for retail and sectors with a lot of debt, as higher interest rates could be alarming.

Interestingly, she believes there are promising buying opportunities coming within the healthcare and retail sectors in the next six months. 

You can watch the update here. (note, you'll need to create a free account).

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