A fickle Fed and inflation’s refusal to go quietly has been a recipe for cross-asset malaise. The biggest exchange-traded fund tracking long-dated Treasuries swung violently in 2024 before finishing deeply in the red.
Power, Hotels & Chemicals: Dipan Mehta maps out the market’s next big opportunities
Dipan Mehta advises selective investing, favoring power infrastructure, export manufacturing, and specialty chemicals. While acknowledging the hospitality sector’s strong run, he cautions about potential headwinds.