In this report, our analysts share their sector view and top stock picks for FY19 across sectors including banks and general insurers, diversified financials, fixed income, agricultural FMCG, technology, discretionary retail, industrials, resources, and healthcare & biotech.
With the banks facing revenue headwinds and the effects of the Royal Commission, TS Lim opts for two financials with offshore exposures, while in the diversified financials, Lafitani Sotiriou picks a few funds. Jonathan Snape focuses in on some of the milk stocks, Chris Savage identifies three tech stocks on fair multiples, Sam Haddad makes the case for Premier Investments, the resources team pick six juniors they like, and healthcare and biotech team single out seven opportunities. Click below for the full 18-page report covering our team’s top stock picks for FY19.
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