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.
Concerns settled, share buybacks could flow via exchanges again
Sebi is proposing to bring back share buybacks via stock exchanges. This reverses a decision made a year ago. New tax rules have resolved earlier