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Strategy Report

Can Tech Supercharge Profits? Don’t Bet On It

by Dhaval Joshi, Chief Strategist  

The stratospheric valuation of this year’s AI mania is likely to deflate, just as it did after the Web 1.0 mania of the late 90s. We go through some long-term and short-term investment implications.

BCA Research | Counterpoint

Global Investment Strategy, Counterpoint, Emerging Markets Strategy, China Investment Strategy, European Investment Strategy, US Investment Strategy.

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