In my recent interview on ABC Statewide Drive with Paul Turton, I emphasized the critical role of the microenvironment, particularly in assessing potential investments within companies. I discussed the downturn in Australia’s retail sector and shifting consumer spending trends. Moreover, I shared key insights gleaned from 2023 and analysed the heightened competition within the banking sector. You can watch my section of the interview from the 35-minute mark here. ABC Statewide Drive – Navigating investments and lessons learned from 2023