TechFlow news, on January 6, according to Jinshi Data, Jefferies global economist Mohit Kumar stated in a report that geopolitical situations are difficult to trade, but in the coming days, some investment themes are expected to benefit. In the fixed income sector, as fiscal spending increases, the bond yield curve should steepen. In the foreign exchange market, the theme of diversifying away from the US dollar is expected to further develop, with gold becoming a primary beneficiary. In the stock market, as global defense spending rises, defense stocks are anticipated to continue performing well.
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