TechBloomberg Tech1h ago
Principal's Shah on AI Capex Cycle, Markets
TL;DRAI spending boom is shaping investment strategies and market outlook.
Why it matters: Understanding capex cycles helps predict which sectors and stocks will outperform next.
Seema Shah, Chief Global Strategist at Principal Global Investors, discusses the AI capex cycle and the impact on investor sentiment. She speaks with Avril Hong on the sidelines of the Milken Institute Asia Summit in Singapore. (Source: Bloomberg)
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