Attractive sectors post January sell-off & reporting season preview
Marcus Bogdan CIO of Blackmore Capital provides a rundown on what sectors look attractive after the January sell-off. Marcus says the market was very much polarised in January, with healthcare and consumer staples standing out.
With people returning to stores, Marcus looks towards upcoming results from Coles (COL) and Woolworths (WOW), saying both will also benefit from growing food inflation. Marcus is also keeping an eye on CSL (CSL), saying its issues are very much short-term, and the Swiss acquisition will be EPS accretive.