This is the first in our ASX sub-sector wrap, where we dive into the cohorts that comprise Australia's stock market and look at what drove their dips and swings. 

To teach us about retail, we tapped Morningstar's Director of Equities Research, Johannes Faul. 

In this episode, Aleks and Johannes talk about:

• How much sales events like Black Friday and Boxing Day swings the sector
• 2022's big retail stories
• What type of investor would take larger retail positions in their portfolios
• What is unique about Australia's retail sector
• Headwinds and tailwinds for 2023

Follow Johannes on LinkedIn: https://www.linkedin.com/in/johannes-faul-24597a7b/

Follow Selfwealth on Instagram: https://www.instagram.com/selfwealth.com.au/?hl=en 

Follow Selfwealth on Twitter: https://twitter.com/_selfwealth 

 

 

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