March 2026
Summary
Global markets remained resilient in February despite U.S. underperformance and continued tech selloffs, with gains driven by value stocks, falling bond yields amid flight-to-quality, and rising commodities due to geopolitical tensions. The tech correction is viewed as an overreaction, with strong fundamentals and earnings growth supporting a constructive outlook, while investors are encouraged to stay invested and consider opportunities in high-quality equities.
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