India looks appealing with SENSEX back at new highs

The minor weakness to kick off the final week of November doesn’t appear all that serious just yet, as there remains no proof of US Dollar, nor Treasury yields starting to turn sharply higher.  While these have stabilized a bit in recent days, more proof is needed that these are both starting to rally back to new 2022 highs.  Given that Materials, Industrials, Discretionary and Healthcare have all shown recent outperformance, these groups ...

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