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I came across a Finbite Insights piece explaining why growth stocks across sectors are under pressure, not just software. While the macro reasoning is sound, I think it is worth questioning whether this is just a short term correction. When expectations reset, investors may prefer value or defensive names for longer than expected.
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Original article here: https://finbiteinsights.substack.com/p/not-just...
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Edward Chong
5d ago
Full time business research fellow at NUS
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Edward Chong
5d ago
Full time business research fellow at NUS
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