Investors should steer clear of Australia’s biggest banks and technology companies this earnings season with the sectors at risk of a sharp sell-off amid heightened market volatility from US President Donald Trump’s tariff threats.
That’s the advice of Bell Potter as the ASX half-year reporting season – which is expected to reveal a modest recovery in corporate earnings – collides with Mr Trump’s return to the White House.
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Alex Gluyas is deputy markets editor and a reporter based in our Melbourne newsroom. Connect with Alex on Twitter. Email Alex at alex.gluyas@afr.com