Aussie Market on the Edge; US Santa rally incoming? Hidden ETF gems! Weekly ETF Update – 7 Dec 2025

G’day everyone, Joshua Stega from ETFadviser.com.au with your weekly Australian & global ETF update – 7 December 2025.

The ASX is sitting on a cliff-edge, but the best opportunities are hiding in plain sight.

What we cover this week:

Aussie market at a critical inflection: Resources strong, but banks, healthcare & tech are collapsing → 15-20 % downside risk to ~7,300 if the 200-day breaks

CBA, CSL, ATEC already in firm downtrends – blue-chips are NOT safe

US still setting up for a Santa rally (low VIX, liquidity returning)

The sectors no one is talking about but are breaking out hard:

→ India, Japan, South Korea, China, Hong Kong all building beautiful bases
→ Copper & natural gas smashing multi-year resistance
→ BHP, Rio, QRE, MVR, Wire, XMET leading the charge

Model portfolio now ~40-50 % resources & commodities, almost zero broad-Australia exposure

Swapped Aussie dividend ETFs (VHY weakening) for global dividend leaders (WDIV at new highs)

Timestamps
00:00 – Intro & Aussie bear warning
01:50 – Why the RBA shock changes everything
04:00 – Resources vs the rest of the market
07:30 – US Santa rally setup
13:00 – Asia & China – the silent winners
16:00 – Copper, nat gas & resources breakout
18:30 – What we’re buying (and selling) right now

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DISCLAIMER

This information is general advice only and does not take into account your personal financial circumstances. It is for educational purposes only, and does not constitute personal financial advice. You should always do your own research and seek professional advice that is tailored to your specific needs and circumstances. The etfadviser is NOT a qualified tax accountant or tax professional.

You can access JAS Weath t/a etfadviser Financial Services Guide (FSG) here:⁠ https://jaswealth.com.au/s/FSG-1-July....