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Modi's budget could send India stocks soaring higher
Source: Blomberg
We've never before had so few stocks outperforming the S&P 500.
Source: NDR, Willie Delwiche
2024 has been the best H1 start out of all election years going back to 1952
Source: Grant Hawkridge
S&P 500 buybacks have been much more powerfuil than passive flows
Source: GS
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