Japanese shares reached an all-time high as a pro-stimulus leader was elected, while US stocks also hit a record driven by chipmaker rallies. The yen experienced its largest drop in months ahead of a bond auction. Gold prices neared $4,000 an ounce amid a global equity surge fueled by AI investments.
Power, Hotels & Chemicals: Dipan Mehta maps out the market’s next big opportunities
Dipan Mehta advises selective investing, favoring power infrastructure, export manufacturing, and specialty chemicals. While acknowledging the hospitality sector’s strong run, he cautions about potential headwinds.