#sector rotation
articles
Ageing-Population Equities: APICIL AM Sees a Defensive Growth Rebound After Years of Lag
The silver economy is projected to nearly double to $5.5tn by 2033, yet MSCI World Health Care has returned 8.5% a year ...
Ventura’s Vinit Bolinjkar sees 7–8% Nifty upside by year-end; avoid legacy IT stocks
Ventura’s head of research expects another 7–8% Nifty gain by December if bank margins, crude and autos cooperate, while...
A-Shares Rebound in August But Face Critical Test as Earnings Flood Begins
China’s A-share market has bounced back modestly in early August after a sharp July rout, but fund managers at Great Wal...
ETF Flows Show Billions Rotating Into Finance and Tech, Out of Healthcare and Gold
Weekly SPDR sector ETF data reveals a massive shift: investors piled into financial and technology funds, while pulling ...
Materials Stocks Surge as AI Copper Trade Lifts ASX to Fourth Straight Monthly Gain
Rising copper demand from AI infrastructure sends ASX materials stocks higher, offsetting declines in healthcare and con...
Microsoft’s $450bn Day Sparks Chip Rally as Nasdaq Soars 3%
US stocks surged Thursday, erasing post-Fed losses as Microsoft's historic rally fuelled a massive rotation into chip st...
Dow and S&P 500 Rise as Tech Drags Nasdaq Down; Fed Decision Looms
US stocks diverged sharply on Tuesday: industrials and consumer staples surged on strong earnings, while chipmakers slum...
Nasdaq Correction Looms as Chip Rout Deepens While Software and Industrials Gain
AI spending fears and Chinese competition pummel semiconductor shares, driving the Nasdaq 100 towards a 10% correction. ...
Nikkei Rebounds as Oil Slump Boosts Cyclicals; AI Stocks Struggle
Tokyo's Nikkei rose 0.5% on Monday, buoyed by a drop in crude prices after the U.S. paused strikes on Iran, while AI and...
US stock sector gaps flash warning as dispersion hits record
Extreme weekly performance gaps between US equity sectors, echoing patterns seen at the 2000 and 2009 peaks, are prompti...
BofA Clients Buy Equities for Third Straight Week Despite Market Dip
Retail investors led buying while hedge funds sold single stocks, and small-cap flows hit a record four-week average.