The private sector banks, particularly large-cap ones, appear to have valuations that accommodate current headwinds. Large-caps offer attractive investment opportunities compared to mid-caps and small-caps, with expected earnings growth in FY26. Positive sectors include large private sector banks, technology, and selected consumer segments.
Warren Buffett sits on $400 bn cash as Michael Burry warns of AI bubble. Is a massive market crash coming?
Berkshire Hathaway holds nearly $400 billion in cash. Michael Burry warns of an AI bubble, citing similarities to the Dotcom crash. The AI boom is