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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York Wealth Management Pty Ltd ABN 46 605 610 679 is an Corporate Authorised Representative of Samuel Allgate Investments Pty Ltd AFSL No. 420170; Financial Adviser Authorised Representative Number 001007979.
This article has been prepared without taking into consideration any investor’s financial situations, objectives or needs. Accordingly, before acting on the advice in this article, you should consider its appropriateness to your financial situation, objectives and needs. Every reasonable effort has been made to ensure the information provided is correct, but we cannot make any representation nor warranty as to the accuracy, completeness or currency of that information. To the extent permissible by law, no responsibility for any errors or misstatements is taken, negligent or otherwise. SAI or its authorised representatives may also receive fees or brokerage from dealing in financial products, see the Financial Services Guide for information about the services offered available at York Wealth Management.
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5 topics
11 stocks mentioned
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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. ...
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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