EMs likely to outperform the US; gold, silver in long-term uptrend: Arvind Sachdeva

Emerging markets are poised for a long-term uptrend after years of underperformance, according to 13D Research & Strategy. While India may see temporary underperformance, China and Brazil are highlighted as key bets, alongside energy, gold, and silver. The firm expresses caution on the AI trade, citing potential malinvestment and unsustainable capital spending.