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"Tesla is more like a 30-year bond," PM says.
The shift in monetary policy has been good for value
Lower expected returns shift focus to value, dividends.
Is it finally time for a reversion?
Company debt levels pose a serious challenge.
In an era of growth, stocks that are defensive at a reasonable price offer opportunities.
Manage market volatility with discerning valuations.
Looking beyond geopolitical headlines to evaluate companies.
Where to look for value as stocks rebound.
Lower economic growth and returns, alongside heightened volatility, could be on tap. (Runtime: 3 min, 21 sec; size: 3.266 MB)
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