I think on fundamentals alone the broader financial services sector presents attractive opportunities in insurance, wealth management etc. where we are seeing the structural trend in financialization playing out. Our investing style remains sector agnostic though.
US Stocks: Nasdaq, S&P end lower as tech megacap declines outweigh upbeat chip outlook
Indian markets saw a mixed close on Thursday. While the Nasdaq and S&P dipped due to Big Tech’s AI spending concerns, the Dow edged higher.