Finding winning stocks getting tougher, bottom-up ideas key: Sridhar Sivaram

Sridhar Sivaram maintains a cautious view but expresses optimism for the second half of the year. He anticipates a potential shift in market leadership away from financials. Electronic Manufacturing Services is showing strong growth, driven by the Apple ecosystem. Sivaram suggests waiting for dips to enter the EMS sector.

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The Iran crisis highlights the complex reality of oil pricing, differentiating between physical and financial markets. While financial markets anticipate future resolutions, physical markets reflect

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