Jefferies' Mohit Kumar said in a report that geopolitical deals are difficult, but some investment themes should benefit in the coming days. The global economist said that in the fixed income sector, the bond yield curve should be steeper due to increased fiscal spending. He said that at the same time, in the foreign exchange market, the theme of de-dollarization should be further developed, and gold should be the main beneficiary. He said that in terms of the stock market, defense stocks are expected to continue to perform well, driven by increased global defense spending.

Jefferies' Mohit Kumar said in a report that geopolitical deals are difficult, but some investment themes should benefit in the coming days. The global economist said that in the fixed income sector, the bond yield curve should be steeper due to increased fiscal spending. He said that at the same time, in the foreign exchange market, the theme of de-dollarization should be further developed, and gold should be the main beneficiary. He said that in terms of the stock market, defense stocks are expected to continue to perform well, driven by increased global defense spending.