Investors in Asia are still digesting the impact of US President Donald Trump’s first few days in office, which have sent mixed signals to investors. Trump has reiterated a tariff threat against China but have largely spared the world’s second-largest economy from a feared escalation of the trade war.
Largecap valuations near fair value, time to start deploying: Jyotivardhan Jaipuria
So, banks are cheap. And second is, at these valuations, a lot of bad news is priced in. So, as we see growth coming back,
January 23, 2025