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Markets / The Economic Times

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Fundamentals still favour equities despite geopolitical flux: Matt Orton

Despite geopolitical shifts, equity market fundamentals remain strong, with technology and AI continuing to attract investor interest. Matt Orton of Raymond James advises focusing on growth, earnings expansion, and margin improvement, highlighting cyclical sectors like financials, industrials, and defense as key opportunities globally.

5 Jan 2026 12:06 pm