Part 8/11:
While currently neutral, US and European markets should not be overlooked, given their significant global influence and ongoing recovery prospects.
Sector Highlights
Technology: AI remains at the forefront, with significant potential for growth over the next decade. Investors are advised to look for opportunities in AI firms, semiconductors, and tech giants benefiting from innovation.
Energy and Climate-Related Stocks: Companies involved in renewable energy, such as solar, are gaining attention, driven by global climate change initiatives and long-term sustainability goals.