Our Blackwattle Investment Partners Portfolio Manager and Partner Joseph Koh, shares his views on the current pressure on household budgets due to increasing living costs and possible rate hike in the upcoming months.
Key Points:
– Joe suggests caution over the next 6 to 12 months due to possible rate hikes.
– Aristocrat (ASX: ALL) and Light and Wonder (ASX: LNW) are noted for their successful gaming stocks and anticipated growth.
– Commonwealth Bank of Australia (ASX: CBA) might face challenges due to digital banking trend.
– Transurban (ASX: TCL) continues to present an interesting investment despite potential regulatory risks.
Article
24 Jul 2024
