The Australian sharemarket is widely expected to rally from the US Federal Reserve’s highly anticipated interest rate cut this week, with fund managers tipping that the heavily beaten-up James Hardie could be among the biggest winners given its exposure to the US housing sector.
High-growth technology stocks, particularly in the smaller end of the sharemarket, are also expected to rally should the world’s most important central bank cut rates for the first time this year on Wednesday (Thursday AEST). Insurers, meanwhile, could be among the biggest losers.
Source: https://www.afr.com/markets/equity-markets/the-asx-stocks-to-fire-once-the-fed-kicks-off-rate-cuts-20250916-p5mvcg