Markets are navigating a relentless stream of challenges, from RBA policy uncertainty and tech sector weakness to rising geopolitical tensions in the Middle East. In her latest The Australian Financial Review article, Jun Bei Liu says this isn't a market ignoring risk; it's a market reallocation, with capital moving toward sectors with stronger valuations, resilient earnings, and yield support. The real question for investors isn't whether the market goes up or down next, it's whether you own the right stocks.
