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Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management
Morning Run · Market Watch · 2 Feb 2024 · 07:00 am · 12 mins listen
US Big Tech have reported their financials with a mixed bag of results. Valuations remain lofty, so are there other buying opportunities? Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management tells us that answer, whilst weighing in on Indian equities which had a very good run in 2023.
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