Since the Trump-tariff induced falls in March, we’ve seen a remarkable rebound in equity markets in April that’s caught many investors by surprise, especially given the weakening global economy and corporate earnings.
To help make sense of this, TSN speakes with Jun Bei Liu, Co Founder and Portfolio Manager of Ten Cap Alpha Plus, a leading long-short equity fund. Jun Bei will help us understand why stocks have bounced back despite challenging fundamentals, what role policy rate cuts play, and how investors can navigate this uncertain environment.
Stocks mentioned include Pro Medicus Limited (PME), REA Group Limited (REA), SEEK Limited (SEK) JB Hi-Fi Limited (JBH) and Adairs Limited (ADH).
1. Why stocks are rallying despite weak economic data
Since April, equity markets have rebounded strongly, surprising many given the softer economic indicators and earnings reports. What’s behind this unexpected rally, and which sectors are leading the gains?
2. The opportunity to buy quality stocks on weakness
Insert LS question here that I forgot how I asked it something about Pro Medicus Limited (PME)
3. How investment strategies are shifting and which stocks are driving returns
With fundamentals slowing but policy support ongoing, funds are adapting their approaches. How is this shaping investment strategies, and can you share examples of stocks that have supported strong performance?
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