Should that pricing hold through Tuesday’s close, it would be roughly in line with the implied moves on August 23, when Chair Jerome Powell is expected to deliver remarks at the Jackson Hole economic symposium, and August 29, the day after Nvidia’s earnings report.
Investors not inclined to ‘sell India buy China’ but to ‘sell India buy USA’: Samir Arora
Samir Arora cautioned investors not to get overly excited by CLSA’s increased allocation to India. He believes that investors were shifting to the US, not