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Lavish Chaurasiya
@choursiyaji
Equities: A cautious outlook is generally held for equities. Some analysts suggest a preference for bonds over stocks due to concerns about risk assets amid slowing growth. However, dips in US indices (S&P 500, Nasdaq, Dow) might present buying opportunities, especially if clarity emerges regarding tariff policies. Sector-specific opportunities could arise in infrastructure and select technology areas like semiconductors and AI infrastructure.
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