EP 16 - WTF - What the Flux? Key takeaways from the Feb 2025 reporting season for Aussie Equities - ft. Gian Pandit
The Finance Garage di Jonathan Wu
Note sull'episodio
🎙️ Welcome back to The Finance Garage!
In this episode, Jonathan sits down with Gian Pandit, Deputy Head of Equities at Ausbill, to unpack one of the most volatile reporting seasons in recent years.
They discuss how a 3.5% drop in the ASX 200 was driven by falling EPS, disappointing revenues, and global macro pressures, while also highlighting opportunities in sectors like banks, healthcare, and tech.
Tune in for concise insights on balancing value and growth in today's dynamic market as well as how the upcoming election might change things up.
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