Opinion
Should Australian investors ride market momentum or confront the risks of concentrated exposure to banks on the ASX and to big tech in the US? This is my view.
The narrative that has dominated global equity markets over the past few years has been the rise of artificial intelligence and the magnificent seven.
In Australia, the story has been the tear that Westpac, Commonwealth Bank and the other banks enjoyed during 2024.
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Original URL: https://www.afr.com/wealth/investing/double-trouble-for-investors-crammed-into-banks-and-big-tech-20250109-p5l324
