Jun Bei Liu: Top stocks for today’s markets
The Rules of Investing

Jun Bei Liu: Top stocks for today’s markets

2023-05-26
Earlier this month, the Reserve Bank of Australia was forced to cough up internal documents under Freedom of Information laws. This included an internal modelling exercise from September 2022, which revealed the risk of an Australian recession could be as high as 80% by September 2024. Meanwhile, a recent Bloomberg survey of 14 economists saw the probability of a recession in Australia climb from 35% to 38% in April.  Investors themselves, through their positioning, seem to be suggesting the same. Shares in classic defensive names such as Transurban ...
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