4 popular global investment strategies discounting Trump as a lot of fury & fire: Ajay Bagga

Ajay Bagga identifies long positions in gold, emerging market debt, US and Chinese technology stocks as popular strategies. He warns the market is complacent about Trump’s tariffs, anticipating clearer implications in the next few months. He advises caution in broader markets and highlights power sector opportunities, while noting concerns about discom losses and LPG under-recoveries affecting OMCs.

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