Investors are becoming selective, focusing on earnings visibility and strong balance sheets. Opportunities are emerging in sectors like IT, with a watch on margins. Asset management companies offer stability. Rural consumption shows resilience, while urban demand is mixed. Infrastructure may see future gains from Middle East reconstruction. Aviation faces near-term challenges but promises long-term growth.
US stocks: Dow closes at record on Mideast optimism; SpaceX, AMD drag Nasdaq
The Dow Jones Industrial Average achieved an all-time high on Wednesday, driven by rising optimism over potential peace talks with Iran. Meanwhile, both SpaceX and