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Anand Gupta of Allianz Global Investors sees multiple bright spots in India markets. He believes India’s diversified growth story appeals to investors, alongside themes like real estate, power and consumer discretionary. He expects the allegations against the Adani group to have minimal impact on the India market overall.
Even with vaccine skeptic Robert F. Kennedy Jr. tapped to potentially lead the Department of Health and Human Services, CNBC’s Jim Cramer said drug and junk food industries aren’t necessarily headed for ruin. “Ultimately, if RFK dons jackboots and demands that we don’t have vaccines or eat junk food, it probably won’t matter,” he said….
CNBC’s Andrew Ross Sorkin reports on the latest news. Source link
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Olaolu Aganga, Mercer U.S. Chief Investment Officer; Jo Taylor, CEO of the Ontario Teachers’ Pension Plan; and Anne Walsh, CIO of Guggenheim Partners Investment Management, join CNBC’s Delivering Alpha 2024 to discuss where they are putting their money to work, whether changes…
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Emily Field from Barclays and Lance Wilks share insights on how RFK Jr.’s influence could affect stocks in the pharmaceutical and healthcare sectors, including companies like GSK, Sanofi, and Novo Nordisk. Source link
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Brent Thill, Jefferies managing director, joins ‘TechCheck’ to discuss companies trimming spending on cloud computing, Amazon’s positioning in the second part of 2023 and e-commerce spending continuing to gain momentum. 03:55 Tue, Dec 27 202211:56 AM EST Source link