"There isn't an Aussie fund manager who's not buying this stock right now"

Philip King of Regal Funds Management (Core Fund Manager) and Tim Carleton of Auscap Asset Management (Conference Fund Manager) recently joined Livewire’s "Opportunities beyond "houses and holes" on the ASX" session to discuss the pockets of opportunity in an otherwise challenged market.

Where are they seeing those opportunities? Not in China, at least in the short term. You can forget about defensives too.

Resources are a different story, with current prices for iron ore a good bellwether for the sector writ large.

But as the namesake of the session implied, it's not all about the holes. While Australia's economy is dominated by property and mining, there are plenty of opportunities across a wide swathe of sectors, from retail to tech and healthcare.

You can read the full article on Livewire here.

Picture: Tim Carleton (L) Philip King (R)

Disclaimer: This material has been prepared by Livewire, published on 15 September 2023. HM1 is not responsible for the content of linked websites or content prepared by third party. The inclusion of these links and third-party content does not in any way imply any form of endorsement by HM1 of the products or services provided by persons or organisations who are responsible for the linked websites and third-party content. This information is for general information only and does not consider the objectives, financial situation or needs of any person. Before making an investment decision, you should read the relevant disclosure document (if appropriate) and seek professional advice to determine whether the investment and information is suitable for you.

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