The likes of Andrew Forrest and Gina Rinehart’s companies will receive an indirect boost to mine and process critical minerals or develop green hydrogen.
Investors are looking through the retail gloom and anticipating how cyclical companies will fare when inflation is a memory and interest rates start to fall.
Investment mania around a new family of drugs that purportedly offer a miracle cure for obesity has made some pharmaceutical companies into supergiants.
While Premier Investments’ profits held up better than most discretionary retailers, not even his well-oiled business can escape the economic backdrop.