Gautam Trivedi of Nepean Capital discusses the recent market correction, attributing it to necessary adjustments and highlighting value in power, real estate, and travel sectors. He expresses caution regarding the IT sector’s future due to AI’s potential impact and anticipates significant power demand growth.
Dollar wobbles as markets cling to hopes for Middle East peace deal
Investor optimism for a deal to reopen the Strait of Hormuz is boosting markets. Hopes of peace have lowered oil prices and eased pressure on