Global equities show firm momentum, driven by US futures near record highs. However, a narrow rally concentrated in mega-cap stocks raises structural concerns, with sectors like healthcare and discretionary consumption showing weakness. Capital allocation is increasingly momentum-driven, with India temporarily out of favor for global investors.
​Global equities show firm momentum, driven by US futures near record highs. However, a narrow rally concentrated in mega-cap stocks raises structural concerns, with sectors like healthcare and discretionary consumption showing weakness. Capital allocation is increasingly momentum-driven, with India temporarily out of favor for global investors. by Soban News (international And National News)
