About this episode
If bank stocks ran too hot on the ASX in 2024, should investors chase them again in 2025?
Perhaps there are better opportunities in the year ahead: We're talking miners, industrials and technology leaders.
Jun Bei Liu, portfolio manager at Ten Capital joins wealth editor James Kirby in this special summer edition of the show.
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In today's show, we cover:
* The limited outlook for bank stocks
* The forces that may trigger a rebound for resource stocks
* Why the consumer retail boom will keep going
* CSL, JB Hi-Fi, Pro Medicus, Rio...what's in store?
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