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Investors are reassessing dominant themes like AI, finding comfort in resilient US economic fundamentals and a selective outlook for India. While the AI trade faces skepticism regarding data center ROI, US markets show no immediate red flags. India's IT services face valuation risks, with a preference for large-cap stocks due to historical mean reversion in mid- and small-caps.
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The Cheylesmore Food Hub are appealing for donations in the winter months due to empty shelves.
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Business Secretary Peter Kyle says "Nissan's investment is a major commitment to the North East".
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News and Media
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