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Samir Arora cautioned investors not to get overly excited by CLSA's increased allocation to India. He believes that investors were shifting to the US, not from India to China. He also suggests that the India-to-US trade shift has likely played out, with the opportunity to profit from this trend now missed.
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News and Media
Indian IT services are poised for growth, fueled by a favorable US business environment and rising technology spending. Despite past immigration challenges, the sector adapted, and with anticipated tax cuts and increased investments in healthcare and banking, companies like Coforge and HCL Technologies are well-positioned to lead.
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News and Media
Oil prices dropped over 2% on Friday, driven by concerns about weakening demand from China and the potential for slower interest rate cuts by the U.S. Federal Reserve. China's factory output slowed, and its demand for oil decreased, while U.S. economic data was stronger than anticipated, potentially influencing the Fed's decision on rate cuts.
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News and Media
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