Ray David of Blackwattle Investment Partners articulates the major insights and consequences stemming from the current reporting season in the equity market. Ray pinpoints a heightened degree of impairment stemming from higher interest rates, which noticeably impacts lower valuations and results in unprecedented cost inflation, particularly affecting REITs, the mining sector, and industrial areas.
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https://ausbiz.com.au/media/quality-stocks-navigating-the-higher-cost-cycle?videoId=31632
