In June, Nvidia briefly became the world’s most valuable company. It was overtaken by Microsoft, and the tech trio’s market capitalizations have been neck-and-neck for several months.
Investors are reassessing dominant themes like AI, finding comfort in resilient US economic fundamentals and a selective outlook for India. While the AI trade faces
PSU banks are poised for continued growth, with market participants confident the rally is far from over despite near-term challenges. Valuations remain attractive, and improved
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