Adrian Mowat predicts US markets have peaked and will have a tough year, offering opportunities for selective investment in emerging markets, especially in China and Mexico. He highlights China’s growth in AI and technology, which attracts global investors. Some emerging markets like Korea and Taiwan may not perform well due to their correlation with Nasdaq.
7 stocks where DIIs are trimming their stakes in March quarter
Declining DII shareholding across Nifty 500 stocks signals cautious sentiment, with investors trimming exposure in firms like Bank of India and Hindustan Petroleum Corporation amid