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CODAN LTD UNSP/ADR...


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The article discusses a potential rotation from ASX tech shares to value stocks and cyclicals, as indicated by recent market trends. Experts suggest this shift may be driven by factors like interest rate cuts and economic growth, which could benefit more cyclical stocks.

Related tickers: LIF, CODLY, JBHHY.

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ASX defence shares have delivered impressive gains of up to 740% in the past year, driven by rising global tensions. However, the outlook for continued geopolitical risks suggests these shares could continue to perform well, despite the hope for world peace.

Related tickers: CODLY.

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