Company Interview / Why Elise is bullish on these stocks

Elise McKay from Pendal shares insights on market trends. She notes a stronger than expected May, with local markets' robust performance, emphasising that corporate Australia is in good shape, particularly companies like Boral (ASX:BLD) and Coates (ASX:COA). The ASX tech sector also shows significant growth.

Elise highlights the impact of global headlines on markets, noting fiscal policies and tariffs play crucial roles. She mentions the US is keen on structural changes without causing a recession, aiming to stimulate the consumer economy through tax cuts and favourable energy prices.

Elise discussed focusing on stocks with strong domestic exposure as beneficial due to a positive outlook for the Australian economy. She highlights the efficiency of the Australian capital market, specifically naming Boral (ASX:BLD) as a key player reflecting positive domestic sentiment.