India could see rebound in investor interest when AI-led rally slows: S Naren

Given the current market dynamics, investors are encouraged to reassess their asset allocation strategies. The evolving US AI landscape combined with heightened geopolitical tensions presents challenges to global markets. While the short-term earnings outlook is promising, the future growth trajectory will largely depend on how the US AI cycle evolves. Gold continues to be a recommended investment choice, yet caution is advised regarding international investments.

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