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Allergy To Certainty (guest: Rupert Mitchell)

The Market Huddle

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Shifting Investment Strategies in Global Markets

This chapter explores the evolving landscape of global investment dynamics, particularly the potential for renewed interest in China amidst previous skepticism. It delves into India's economic positioning as a stable net energy importer and the implications for investor sentiment towards its equities. The discussion also critiques current investment approaches, focusing on the challenges of managing risks in a volatile market, especially concerning the crude oil and bond sectors.

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