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Weekly Wrap 4 July
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.
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