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IDENTIFYING THE TOP INVESTMENT THEMES
1. Identifying the Top Secular Growth Sectors
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Technology: Generative Artificial Intelligence, Cloud Computing, E-Commerce, Mobile Computing, Autonomous Driving, Robotics, Financial Tech, Software as a Service (SAAS), Virtual Reality
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Communication Services: Social Media, Streaming Technology
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2. Searching for High Quality and Yield
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Highest-quality companies with strong dividends
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Large-cap blue-chip global franchises
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