A sector that stands out in terms of uncertainty

With reporting season picking up pace, Livewire interviewed Rudi Filapek-Vandyck, Editor of FN Arena. Rudi has kindly allowed Livewire to publish his ‘Reporting Season Monitor’ for Livewire readers each week, and ahead of this, we interviewed him to get his thoughts of how this season might unfold. He makes the point that the recent rally has been driven by a boost in corporate earnings, though this has been very driven largely by resource companies. However, as Rudi tells us: “Now the dynamic is changing, and it is a question of where we are, and to see during reporting season if those share price rallies can be justified.“ Watch below for Rudi’s full view, and to hear which sector stands out to him in terms of uncertainty.