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Market Pulse - 02Oct23 -US averted a government shutdown
Sector focus: We have issued a 4Q23 strategy report today and we favour the construction, building material, RE, O&G, poultry, automotive, insurance and technology for the quarter in the anticipation of extended buying interest within the domestic such as the NETR, NIMP and mega projects to be dished out going forward. Also, we like high net cash and stable dividend yield stocks.