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Cutting exposure to capital goods, industrial; waiting for IT to bottom out: Devina MehraDevina Mehra of First Global reflects on the market's consensus shift towards capital goods, emphasizing the need to monitor potential sect...- In 2019, stage will be set for EM outperformance against US market: Adrian MowatOver next 12 months, EM fund manager may move from overweight India to a more neutral position, says Mowat
- need2know: Watch out these seven macro triggers for market cuesHere's a look at seven macro triggers that are likely to impact the market today
- Big bear market in commodities is near end if not over: Shankar Sharma, First GlobalCommodities is the space to be in this year rather than non-commodity or non-cyclical businesses
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