ValueQuest’s Sameer Shah champions a private equity approach to public markets. He focuses on deep research and conviction in identifying transformative business trends early. Shah highlights manufacturing, defence, AI, aerospace, and energy transition as key themes for the next decade. He believes these sectors offer significant alpha opportunities, often remaining under-owned and under-appreciated by the broader market.
Bitcoin trades near $76K, Ethereum at $2,240 as tech selloff, strong US jobs data weigh on crypto markets
Bitcoin hovered near $76,000 and Ethereum around $2,240 as technology stock weakness, AI spending concerns and US crypto legislation uncertainty weighed on sentiment. Despite modest