To much of the pundit class, the situation is replete with risk: what happens to the market when the hype-cycle around AI ends? Peter Tchir, head of macro strategy at Academy Securities, sees it differently. Piling into a few heavyweights is just investors “being rationally selective.”
India’s rich pivot to real estate after stock returns falter
Investors in India are increasing their allocations towards high-yielding assets in real estate and logistics. Recent data shows a significant rise in investments through Alternative