Consumer confidence lifted heading into Christmas shopping season with retailers preparing for strong Q4. The RBA held rates steady while maintaining dovish tone on future cuts. Global equities rallied on reduced recession fears and corporate earnings beats.

ALL rallied 6% on gaming operations recovery and positive guidance for international expansion. Digital gaming growth accelerated with strong player acquisition metrics. At $58, the gaming and entertainment exposure offers growth with income characteristics.

TCL climbed on toll revenue growth and traffic recovery across Australian networks. Infrastructure yield plays benefited from rate stability expectations. At $16.50, the transport infrastructure play offers defensive yield with capital appreciation optionality.

EDV bounced on improved trading conditions and positive comparable sales growth. Beverage and food retail exposure benefits from consumer spending acceleration. At $4.20, the retail exposure offers turning-point opportunity.

Pre-Christmas buying frenzy begins with strong buyer competition across premium properties. Year-end bonuses and positive sentiment drive investor property searches.

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