{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Curious by First Sentier Investors","title":"ASX reporting season: temper your enthusiasm (but only slightly)","html":"","width":"100%","height":180,"duration":1576,"description":"Interest rates, business confidence, valuations and the staying power of the consumer dominated conversations as corporate Australia tempered its growth promises heading into 2025. David Wilson and Christian Guerra join us from the First Sentier Investors Australian Equities Growth team to explore the encouraging indicators they believe show resilience in the underlying economy. They share perspectives on companies they believe have the potential to deliver quality earnings growth in a challenging market environment.This episode is for Australian audiences only. Disclaimer This material has been prepared and issued by First Sentier Investors (Australia) IM Ltd (ABN 89 114 194 311, AFSL 289017) (FSI AIM), which forms part of First Sentier Investors, a global asset management business. First Sentier Investors is ultimately owned by Mitsubishi UFJ Financial Group, Inc (MUFG), a global financial group. References to “we” or “us” are references to First Sentier Investors. Some of our investment teams use the trading names FSSA Investment Managers, Stewart Investors and RQI Investors. A copy of the Financial Services Guide for FSI AIM is available from First Sentier Investors on its website. This material contains general information only. It is not intended to provide you with financial product advice and does not take into account your objectives, financial situation or needs. Before making an investment decision you should consider, with a financial advisor, whether this information is appropriate in light of your investment needs, objectives and financial situation.  Any opinions expressed in this material are the opinions of the individual author at the time of publication only and are subject to change without notice. Such opinions: (i) are not a recommendation to hold, purchase or sell a particular financial product; (ii) may not include all of the information needed to make an investment decision in relation to such a financial product; and (iii) may...","thumbnail_url":"https://img.transistorcdn.com/SXm43e60aEymKH3qeq5HVKRrKSHBS9GZaXXGBDWFtRo/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9iOTQ1/MjQyZGY4Mjc3N2I5/YTA0MzBiNzZkNzY5/ZGYyYS5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}