Marcus Bogdan of Blackmore Capital shares his views on earnings momentum. He's been disappointed by the banking sector so far, with CBA and Westpac's results highlighting margin pressure and higher expenses. Resources are also in focus as China's slowdown continues to impact the iron ore price. On his buy list? Industrials, healthcare and media.
Commonwealth Bank (CBA) result & Iron Ore outlook
Updated: Nov 22, 2021
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