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Adrian Mowat says US markets remain AI-driven while economic-sensitive sectors lag. Weak labor data & sticky inflation pose challenges for the Fed. India lags EM peers like China in shareholder value creation. Tariff uncertainty is hurting US capex, while outflows from bonds are fueling equities, gold & crypto.
#etnow #ai #usmarket #businessnews #stockmarket #topnews #inflationupdate #fedpolicy #india #china
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