India’s economic rebound is key for attracting investment in consumer sectors. China’s stimulus measures are viewed with skepticism. The impending US policy changes under the Trump administration pose challenges for emerging markets. Investors remain cautious. India’s banks, technology, and pharma sectors are promising investment areas. The global economic environment is uncertain.
Cash takes centre stage as investors rethink AI spending boom
Investors are increasingly focused on technology companies’ cash generation capabilities to fund artificial intelligence investments. Microsoft and Oracle are gaining positive attention from investors, while