When Will the Next Investment Cycle Kick in?

ASX investors, like all investors, are nervous about the markets. But are CEOs? And how are they changing their plans and behavior? We talk to 2 CEOs who assure their shareholders that they need to look to the long term and not get distracted by the short-term sentiment driven retrenchment in the equities market. You don’t have to be an institution to invest like an institution. They also discuss how to value companies in today’s market. Do some commodities react differently during a downturn? Battery Metals and Lithium are walking into a strong thematic where the industrial players are investing hundreds of billions of dollars. How do companies insert themselves into that ecosystem? And history suggests that gold should be an investment of safe haven, but the market seems to have changed. What do these CEOs think is happening?