The budget continues the trend of fiscal prudence with a focus on reducing fiscal deficits over the next six years. While there is a short-term boost to consumer relief, there is a slight reduction in capital expenditure, impacting market sentiment towards capex stocks.
Investors spy the dawn of a tectonic shift away from US markets
A significant global trade war and China’s emergence as a tech leader are prompting a shift in global investment away from the U.S. While China
March 6, 2025