Amundi’s CIO Vincent Mortier views the market’s reaction to the West Asia conflict as logical and contained, with investors anticipating a resolution within weeks. He notes that while markets haven’t corrected enough for a definitive buying opportunity, it may be too late to sell, especially for India, which presents an attractive long-term investment window.
Cash takes centre stage as investors rethink AI spending boom
Investors are increasingly focused on technology companies’ cash generation capabilities to fund artificial intelligence investments. Microsoft and Oracle are gaining positive attention from investors, while
October 29, 2026