Bull Market Rolls On Despite Risks as IPO Buzz and AI Drive Growth

Jay Mehta explains why the bull market continues despite geopolitical and macro uncertainty, pointing to strong demand for long-duration growth and innovation tied to recent IPOs. He notes that tech and communications are driving earnings growth while other sectors lag, keeping markets narrow. Mehta adds that defensive sectors like consumer staples and healthcare look cheap but lack strong fundamentals, reinforcing the need for disciplined long-term investment strategies.

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