China, consumers and commodities: Key takeaways from Reporting Season

As interest rates and cost of living pressures mount, results from Australia’s reporting season will be closely scrutinised. How is the consumer faring, what impact is this having on the bottom line and how are companies factoring the slowing of economies with our key trading partners?

Watch our expert panel, hosted by our Director of Research, Viral Patel with our Australian analysts Sam Heithersay, Mining; Brendan Mowry, Consumer and Justin Teo, Healthcare and Energy where they take you beyond the headlines to uncover the implications for portfolios from reporting season.

Hear their expert views on:

  • How will retail fare in the wake of a weakening consumer?
  • Will long-term demand in commodities be impacted by the China slowdown?
  • Can healthcare continue to provide resilient earnings growth? 

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For all investors

Viral Patel joined Fidelity in 2018 and is our Director of Research, based in Sydney. Viral has responsibility for Fidelity’s team of eleven Australian equity analysts, fourteen Singapore equity analysts and nine Indian equity analysts. Viral is also Asia regional lead for Fidelity’s global Metal and Mining sector research team and for all MBA hiring.

Viral has over 19 years of investment experience and joined Fidelity from T. Rowe Price where he was Head of Australian Research. Viral has also held roles at Bernstein, Boral and McKinsey & Company. Viral holds an MBA from Columbia Business School.

Sam joined Fidelity in 2018 as an Investment Analyst based in London, initially covering US Healthcare before transferring to Sydney in 2021 where he has since covered the Australian Metals & Mining sector. Sam's previous experience includes six years as a Senior Associate in Citi’s Equity Research Division in Sydney, where he also covered Australian Metals & Mining. Sam holds a Masters in Mining Engineering from University of New South Wales and a Masters in Business Administration from London Business School.

Brendan joined Fidelity in August 2020 as an investment analyst covering the consumer discretionary, consumer staples, consumer services and smaller companies.

Prior to that, he worked for boutique fund manager, Peak Investment Partners (2018-2020) as an equity analyst covering domestic small and mid-cap companies, and at Hunter Green Institutional Broking (2016-2017) as an associate equity analyst covering Australian listed small and mid-cap companies.

Brendan holds a Bachelor of Commerce from the University of Queensland. In addition, he is a Chartered Financial Analyst (CFA) Charterholder.

Justin joined Fidelity in March 2017 as an investment analyst covering a broad range of sectors including renewables, industrials, utilities, mining, infrastructure & transport, chemicals, and oil & gas. Prior to that, he was working in equity research at global investment bank and financial services firm, Credit Suisse, in London. In his most recent role there, he worked in the European oil & gas team and from 2013-2014 in the Australian mining, energy & ESG team. 

Justin holds a Bachelor of Economics (Hons), Finance (Hons I) and Economics (Extended) from the University of Sydney. In addition, he is a Chartered Financial Analyst (CFA) Charterholder.