Overview
The world is turning bearish on Australian stocks. We’ve come across our fair share of commentary from global analysts who believe their friends down under are facing a world of pain. It’s time to get out or get short.
How does this particular bear case go? Interest rates aren’t going down, the property market is vulnerable to a sharp correction and productivity is in the toilet. The kicker is immigration which has propped up economic growth. But One Nation is ahead in the polls and a change to capital gains could ultimately drive entrepreneurial talent away.
Source: https://www.afr.com/markets/equity-markets/a-guide-to-surviving-australia-s-looming-bear-market-20260723-p60i0l