Citi's Zaman: Australian Earnings to Have More Upside Than Downside

The video discusses the impact of COVID-19 on the corporate sector, highlighting expected EPS growth for FY21 and FY22. It examines the earnings season, noting companies' hesitance to provide guidance due to lockdown uncertainties. The mining and resources sector's role in earnings and dividends is explored, with a focus on iron ore prices and China's economic activities. The video also addresses the effects of the delta variant on consumer confidence and retail, emphasizing the importance of vaccinations. Finally, it touches on green energy investments and government policy regarding emissions.

What is the expected impact of the delta variant on consumer confidence and the retail sector?

How is the current situation with vaccinations expected to affect consumer demand?