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Synopsis Global investors are focusing on artificial intelligence driven earnings growth, overshadowing geopolitical concerns. Strong US corporate profits and expectations of easy monetary policy are supporting markets. While some sectors may recover at different paces after conflicts, the AI investment boom is expected to continue for at least another 12 to 18 months. Global investors are increasingly looking beyond geopolitical tensions and focusing on the powerful earnings momentum being driven by artificial intelligence investments, according to Candace Browning, Head, BofA Global Research. Despite ongoing conflict-related concerns, markets continue to find support from robust corporate profits, resilient economic growth, and expectations…
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