Asian stocks are hovering near record highs. Investors await key US jobs data. Weak retail sales have increased expectations for Federal Reserve rate cuts this year. Treasury futures are holding gains. Gold prices are edging up. The US jobs report and inflation figures will provide clues on future rate paths. Tech firms’ AI spending is a concern.
Private banks, energy and telecom look attractive amid market swings: Rahul Shah
Amidst global uncertainty, market volatility presents opportunities for long-term investors, according to Rahul Shah. He highlights mispricing as a chance to build portfolios, favoring resilient