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Imran Khan's 2025 Investing Playbook: Macro Trends, CapEx Cycles & Generative AI

RiskReversal Pod

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Intro

This chapter explores key themes shaping investment strategies for the upcoming year, including geopolitics and macroeconomic factors. The discussion highlights the impact of government policies on sectors, potential M&A activity, and the implications of recent market sentiments on future investment outlooks.

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