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Adrian Mowat predicts US markets have peaked and will have a tough year, offering opportunities for selective investment in emerging markets, especially in China and Mexico. He highlights China's growth in AI and technology, which attracts global investors. Some emerging markets like Korea and Taiwan may not perform well due to their correlation with Nasdaq.
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News and Media
Gautam Trivedi of Nepean Capital discusses the recent market correction, attributing it to necessary adjustments and highlighting value in power, real estate, and travel sectors. He expresses caution regarding the IT sector's future due to AI's potential impact and anticipates significant power demand growth.
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News and Media
The only thing is that one is not really sure whether you will see some big companies getting into this, something like a Bharti or a Jio or any other company, maybe Adani Group, so that part is something that is not very clear.
Category:
News and Media
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