Andrew Freris on Markets | US Tech Overvaluation, AI Rally & Emerging Markets Outlook | ET Now　 #ETNOW

Andrew Ferris breaks down the current market landscape: while the US AI-led rally hits record highs, Ferris warns that gains are concentrated in a few tech stocks with over-investment risks. The S&P underperforms global peers, while emerging markets like India and China continue to outperform. He also shares insights on investor sentiment, asset allocation, and why defense stocks might be safer bets amid the tech frenzy.

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