Despite geopolitical shifts, equity market fundamentals remain strong, with technology and AI continuing to attract investor interest. Matt Orton of Raymond James advises focusing on growth, earnings expansion, and margin improvement, highlighting cyclical sectors like financials, industrials, and defense as key opportunities globally.
China reportedly drops rules that sparked property crisis, developer shares surge
Chinese property developers are no longer required to report monthly data related to the country’s “three red lines” policy, local media said on Thursday, an