As Australia’s earnings season peaks, the likes of BHP and Woodside Energy are among the winners emerging, as elevated commodity prices offset headwinds.
And Bloomberg Intelligence says Australian banks are positioned for significant margin expansion and a structural return on equity uplift in fiscal 2027.
Alphinity Investment Management Client Portfolio Manager and Investment Specialist Elfreda Jonker joins "Bloomberg: The Asia Trade" to discuss why Australian stocks are priced for perfection, but delivering for average.
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