
Monday Mar 16, 2026
Reporting Season Unpacked & Navigating Iran Volatility
What really stood out this reporting season? In this episode, James Clark sits down with Raaz Bhuyan from WaveStone to unpack February reporting season, from earnings surprises to why banks and miners dominated performance. They also explore how geopolitics and AI are reshaping sector leadership, and where selective opportunities may be emerging beyond the index heavyweights.
This episode was recorded on 10th March 2026.
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