Global trade policy volatility is forcing investors to reassess strategies, with market strategist Manishi Raychaudhuri advising a focus on domestic growth. He highlights basic materials, industrials, and consumer discretionary sectors, while cautioning against exporters, consumer staples, and IT services due to valuation and margin concerns.
Christopher Wood warns of AI fatigue. Why Jefferies is turning to India and China
Christopher Wood of Jefferies warns that the AI trade is showing signs of fatigue as investors seek cheaper value opportunities. With India and China positioned