Diverging inflation trends see developed markets facing rising prices due to tariffs, while emerging markets experience deflation from cost-effective US goods and stronger currencies. Geopolitical risks favor domestically linked sectors like defense and metals. Despite challenges in IT and pharma, financials and FMCG offer resilience, with small-caps presenting opportunities for aggressive investors.
Gloabl Markets: Asian stocks dip as traders await ceasefire news
Asian stocks declined as investors reduced holdings ahead of the weekend, awaiting progress on extending the US-Iran ceasefire. This follows a global equity rally driven