ASX stocks to buy as AI boom fades: Macquarie backs Transurban, REITs and healthcare
If AI capex cracks, yields fall first. Macquarie’s backtest since 1990 favours Transurban, REITs and healthcare early.
Tue 20 Oct 26, 11:18am (AEDT)
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If AI capex cracks, yields fall first. Macquarie’s backtest since 1990 favours Transurban, REITs and healthcare early.