Global markets remain strong, prioritizing AI and technology over West Asian conflicts. Investors believe the war will be short, allowing focus on future tech growth. The US and Europe are seen benefiting from the AI revolution. A key focus is the upcoming Trump-Xi meeting, which could define US-China tech rivalry.
No runaway rally likely; markets to trade in broad range: Sameer Dalal
Equity markets face near-term unevenness due to global optimism tempered by domestic uncertainties like elevated crude prices and monsoon risks. Sameer Dalal of Natverlal &