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Macro Economic Cues

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Old Bridge’s Kenneth Andrade takes a contrarian bet on IT services, pharma

Among the commodities, the veteran equity manager expects steel sector to do well while being bullish on real estate
Coronavirus third wave rolls back business resumption gains since second wave

Nomura India Business Resumption Index (NBRI) fell to 102.90 for the week ended January 16 versus 107.90 in the previous week.
'Macro cues starting to stabilise; move out of defensives'

With macro economic data from around the globe starting to improve, Sakthi Siva of Credit Suisse Asia Pacific believes it is time investors move out of defensives and start betting on cyclical stocks.

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Macro Economic Cues

Old Bridge’s Kenneth Andrade takes a contrarian bet on IT services, pharma

Coronavirus third wave rolls back business resumption gains since second wave

'Macro cues starting to stabilise; move out of defensives'