Global markets show resilience but geopolitical conflict fuels uncertainty. Inflation risks persist, impacting central bank strategies. Investors are cautious, reducing exposure rather than increasing risk. Traditional safe havens offer little comfort. Foreign investors are trimming exposure from India due to energy price spikes and tech sector concerns. Capital preservation is the priority.
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