I am bullish on financials, but not lenders because the fund is quite underweight on lenders. I am bullish on all other parts of the financials. So we have a large exposure to insurance, we have large exposure to capital markets through Bombay Stock Exchange. IT is another sector where I am quite positive.”
How Bessent, America’s bond salesman, cornered Japan on big spending
In a significant dialogue, US Treasury Secretary Bessent encouraged Japan to implement reforms in its fiscal and monetary policies. Aiming to stabilize the yen and