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Weekly Wrap 4 July

Bell Direct
July 4, 2025

FY25 ended with the ASX200 up 10%, driven by gains in tech, financials and discretionary stocks. Meanwhile, materials and energy lagged amid tariffs, China’s slow recovery, and global tensions. Looking to FY26, rate cuts, easing trade risks and sector catalysts could support further growth. Bell Potter sees opportunities in healthcare, uranium, and select defensives and REITs poised to benefit from lower rates and shifting investor sentiment.

In this week’s wrap, Grady covers:

  • (0:42): winning and losing sectors in FY25
  • (2:35): Bell Potter’s outlook for FY26 and sectors to watch
  • (4:27): how the market performed this week so far
  • (5:08): the best and worst performing stocks and ETFs this week
  • (5:36): economic news items to look out for.

Weekly Wrap 11 July

Bell Direct
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Morning Bell 10 July

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Morning Bell 9 July

Bell Direct
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Morning Bell July 8

Bell Direct
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Morning Bell 7 July

Bell Direct
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Morning Bell 3 July

Bell Direct
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Morning Bell 2 July

Bell Direct
July 2, 2025

Morning Bell 1 July

Bell Direct
July 1, 2025

Morning Bell 30 June

Bell Direct
June 30, 2025

Weekly Wrap 27 June

Bell Direct
June 27, 2025