Australia's February reporting season revealed a stronger-than-expected backdrop across corporate Australia, with many companies coming into the season well prepared. The three key takeaways from reporting season were: 1. A solid and broadening out earnings backdrop. Company guidance is cautious but improving3. Artificial intelligence (AI) remains a focus for companies. In Firstlinks, Jun Bei Liu explores what's driving this resilience and why macro and policy risks mean investors should remain selective and disciplined.
