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BofA's Oberoi on Markets, AI Trade, Central Bank Policy

TL;DRBofA analyst predicts market trends, AI investments, and central bank moves ahead.

Why it matters: Central bank policy and AI allocation decisions directly affect tech stock valuations and portfolio returns.

Chris Oberoi, Head of Asia Pacific Research at BofA Global Research, discusses his outlook for global markets, the AI investment theme and the direction of central bank policy. He speaks with Haidi Stroud-Watts on the sidelines of the BofA APAC Conference in Hong Kong. (Source:…

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