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1. As a portfolio manager, I can confirm the tech sector’s 12% Q1 growth isn’t just hype—it’s fueled by real innovation in AI and cloud computing. But don’t overlook regulatory risks coming up in late 2024; those could throw a wrench in valuations. 2

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Why this analysis matters: the real stakes when commodity chemical makers move toward specialty products What happens when a commodity chemical manufacturer decides to chase higher margins in specialty markets? Are they escaping a race to

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