The US presidential election may impact investor optimism in the stock market, despite a recent recovery. Goldman Sachs strategists highlight concerns over policy uncertainty, especially regarding corporate tax reform. Additionally, doubts about the benefits of high spending on artificial intelligence could affect stocks. International diversification might offer more advantages towards year-end.
Where does this FII find scope for 15% CAGR in earnings for next 3-4 years?
Vikas Pershad and Deepika Mundra from M&G Investments outline their investment strategies, focusing on sectors such as auto ancillaries, EMS companies, and defence. They emphasize