Outlook for global equities, tech, US housing, India & more | Sunny Bangia
Murdoch speaks with Sunny Bangia, Global PM at Blackwattle about US housing, semiconductors, India, Brazil, AI & Memory, ecommerce & China
In today’s ROCast, Murdoch speaks with Sunny Bangia, Global Portfolio Manager at Blackwattle Investment Partners about the outlook for Global equities, U.S. housing, semiconductors, emerging markets like India & Brazil, advancements in AI and Memory, Machine Learning, and the economic shifts in China.
For me I really enjoyed delving into the topic of Memory with Sunny. As the tech world buzzes with developments in AI and machine learning, and with companies like NVIDIA at the forefront, it prompts us to ask: What supports this growth?
Join us as Sunny unpacks the critical role memory plays in powering these technologies. He discusses the increasing demands in smartphones, PCs, and data centers, and the long-term structural trends shaping this sector.
Companies Discussed:
Builders FirstSource (NYSE: BLDR)
The Home Depot (NYSE: HD)
NVR Inc (NYSE: NVR)
NVIDIA Corporation (NASDAQ: NVDA)
Taiwan Semiconductor Manufacturing Company (NYSE: TSM)
Lam Research Corporation (NASDAQ: LRCX)
Micron Technology (NASDAQ: MU)
Samsung Electronics Co
ASML Holding (NASDAQ: ASML)
ICICI Bank (NYSE: IBN), (BSE: 532174), (NSE: ICICIBANK)
Amazon (NASDAQ: AMZN)
MercadoLibre (NASDAQ: MELI)
Alibaba Group (NYSE: BABA)
Tencent (HKEX: 0700)
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Murdoch: Adviser & CEO @ York Wealth Management. 'The Rate of Change' podcast shares the insights of some of the brightest minds in asset management.
We work with High-Net-Worth individuals, institutions & family offices to help grow & protect their wealth.
Outside of working with clients, Murdoch & his wife Yasmin, an Executive Assistant to the Chairman of Wealth at a global investment firm, have 2 young children, a boy & a girl.
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5 topics
11 stocks mentioned
Murdoch: Adviser & CEO @ York Wealth Management. 'The Rate of Change' podcast shares the insights of some of the brightest minds in asset management. ...
Expertise
Murdoch: Adviser & CEO @ York Wealth Management. 'The Rate of Change' podcast shares the insights of some of the brightest minds in asset management. ...
Expertise
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