Thematic Thursday: Infrastructure Stocks Outperform as Value Themes Emerge in 2025
April 17, 2025 US equities are in risk-off mode. Last week’s rally on the first round of conciliatory developments between the US and ex-China trading partners has dissipated as investors shift to discounting the US/China trade conflict. Restrictions on semiconductor exports have already crimped NVDA and TSMC while continued selling in Mag7 shares has been […]
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