Virtually Live: 12th March 2025 - The Rivkin Report

In this week’s show

02:58 – Q1:I hold ASB and sitting on a good profit. I believe they are well placed with AUKUS, their Aust, US and Philippines shipyards and the general geopolitical environment. How do you see the upside/downside risks for ASB?

06:56 – Q2:The market is now down around 10% from its highs only two months ago.Do you think there is more downside ahead and which sectors are you most concerned about?

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