Want to create an interactive transcript for this episode?
Podcast: Buy Hold Sell, by Livewire Markets
Episode: Don't count 'em out: 12 contrarian calls that may just surge in 2025
Description: Sometimes, the best investment ideas are the ones that either no one thinks of or the herd has left for dead. Two years ago, Australian property trusts finished the year down 20% as the fastest interest rate hiking cycle in 40 years left a scarring impact on valuations. But if you were, to paraphrase Warren Buffett, being greedy and buying up REITs in 2023 when others were fearful, you would have finished up with the second best-performing asset class in the following year.Â
Or, consider Chinese equities, cellar-dwellers in 2021, 2022, and 2023. But as of the end of Q3 2024, they actually top the B...