Paul Hill: Will the markets recover in H1 2023? Plus some stocks to follow

Episode 1107,   Jan 05, 2023, 03:21 PM

Paul Hill, full time investor and equity analyst and Justin talk discuss their thoughts on 2023 and whether the market will recover. They also talk about some stocks to follow including:

Where are equities heading in 2023? What about US megacap tech?

Apple
Microsoft
Meta
Alphabet
UK housebuilders & portfolio construction
Preferred hunting grounds
Harland & Wolff #HARL
Polarean Imaging #POLX
hVIVO #HVO
Tesla
Paypal
US inflation
January trading updates
Belluscura #BELL