Continue Reading
Full article on Bloomberg
Investors Are 'Trying to Line Up Fundamentals,' Nipun Capital's CIO Says
Market Intelligence Analysis
AI-Powered
Why This Matters
Investors are shifting their focus from market sentiment to fundamental analysis, particularly in distinguishing between hardware and software supply chain impacts.
Market Impact
Market impact analysis based on bullish sentiment with 80% confidence.
Sentiment
Bullish
AI Confidence
80%
Time Horizon
Short Term
Article Context
Note: This is a brief excerpt for context. Click below to read the full article on the original source.
Pooja Malik of Nipun Capital says investors are "trying to line up fundamentals and not just trade on sentiment." She also tells Bloomberg Television that investors are realizing the impact on hardware supply chains is different to that on software. (Source: Bloomberg)
Original article published by
Bloomberg
on February 6, 2026.
Analysis and insights provided by AnalystMarkets AI.
Analysis and insights provided by AnalystMarkets AI.