The divergence ranged between ~10% and ~60% per year, highlighting the obvious but decisive role of getting the sector call right at the beginning of a CY. Both sectors have very natural and pertinent macro linkages.
Market participants should brace for a phase where easy returns from broad themes may fade. Selectivity, precise bet sizing, and a sharp bottom-up approach will
Investors are reassessing dominant themes like AI, finding comfort in resilient US economic fundamentals and a selective outlook for India. While the AI trade faces
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