Weekly Wrap 12 December

The ASX200 is reflecting an over 5% increase YTD but stretched valuations and lagging financials mean investors should tread carefully heading into 2026. Analysts expect resources to take the lead next year, supported by signs of stabilisation in China, while banks and tech face tougher conditions. With the RBA likely pausing rate cuts through early 2026 and inflation still sticky, sector positioning will be key. In this week’s video, Sophia covers: • (0:22): a review of the ASX200 in 2025 • (1:02): the risks heading into 2026 • (1:21): resources, rates & the key themes for next year • (2:34): how the local market performed this week so far • (3:33): the most traded stocks and ETFs this week • (4:76): economic news items to look out for next week. Find Bell Direct here: Twitter: https://twitter.com/belldirect Facebook: https://www.facebook.com/BellDirectAu... LinkedIn: https://www.linkedin.com/company/bell... Instagram: https://www.instagram.com/bell.direct/ Threads: https://www.threads.net/@bell.direct