Savita Subramanian
Savita Subramanian is the Head of Equity Strategy at BofA Securities, recognized for her insights on market dynamics and investment strategies. She recently expressed concerns about the tech sector, particularly regarding the implications of heavy capital spending on artificial intelligence and the associated geopolitical risks that could impact semiconductor companies.
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Canada:
At Bank of America, strategist Savita Subramanian is optimistic that S&P 500 companies can deliver a bigger overall profit than analysts expected.
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United States:
Savita Subramanian, equity strategist at Bank of America, discussed the impact of tariffs on inflation.
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Luxembourg:
Savita Subramanian, a strategist at Bank of America, expressed that modeling tariffs is a hopeless endeavor.
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Canada:
BofA Securities head of equity strategy Savita Subramanian notes that capital spending guidance for the AI hyperscalers implies that the AI capital spending cycle remains.
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