Atul Suri from Marathon Trends – PMS discusses how Trump’s actions influence global markets, emphasizing the importance of implementation over rhetoric. He believes the time for market panic is over and highlights the potential continued performance in tech, auto, and pharma sectors amidst fluctuating dollar index trends.
Tech equity sales renew AI debt-binge worries
Tech giants are aggressively selling stock, raising billions, signaling a potential spending spree. While this boosts balance sheets, it also suggests increased borrowing and capital