Gupta: Markets Are Still Defensive

The video discusses the current state of market risks and resolutions, emphasizing that markets have already priced in these risks. It explores the strategy of increasing cash in portfolios due to fair market pricing. The discussion shifts to AI's role in market opportunities, highlighting concentration risks in major tech companies. The video also analyzes the tech sector's profit margins and contrasts them with other indices. Finally, it examines Japan's market position, focusing on its tech-based economy and geopolitical neutrality.

What distinguishes the performance of big profitable tech from other sectors in the market?

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What is the current stance on Japan's market and its economic factors as discussed?

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