Anshul Saigal discusses the potential shift in market dynamics, highlighting the underperformance of the real economy compared to tech. He emphasizes the upcoming opportunities in sectors like banking, textiles, value retail, capital goods, and CDMO, driven by macroeconomic changes and the evolving tariff situation.
Any relief rally in markets likely limited and temporary: David Roche
Global markets are reacting prematurely to geopolitical shifts, according to macro strategist David Roche. He argues that recent oil and equity market moves reflect speculation