With August results season around the corner, investors will finally get a clear picture of COVID-19’s impact on corporate Australia. We know it’s going to be bad, but how much is already in the price?

When Jun Bei Liu of Tribeca Investment Partners considers that question, she’s upbeat about the month ahead.

… it’s important to work out which analysts have been too conservative on what sectors and possibly, you have quite a lot of upside for those companies.

Jun Bei expands on her views in this interview, answers whether she’s bullish or bearish on banks, resources, healthcare, technology and energy stocks, and calls out where the re-rating opportunities are.

To watch or read the notes, click here.