A return to an earnings-driven market is expected after the April–September results are announced, while real estate stocks may come back into focus as the pace of interest rate increases eases.
Following the announcement of the April–September results, a return to a market focused on earnings is attracting attention. This is expected to be a phase in which share price trends based on companies' underlying strength are reassessed.
The pace of interest rate increases is said to have eased, and the resulting calmer funding environment may support a reassessment of real estate stocks.