Buy the dip, stay invested: Matt Orton sees more upside for global markets

Global market strategist Matt Orton advises buying dips and staying invested, citing the removal of worst-case economic scenarios as supportive of continued upside through the year. He notes AI-related companies, including hyperscalers, have clean balance sheets, and that Micron's strong results reinforce the AI demand story with supply constraints likely persisting. However, he flags US dollar strength as a key headwind for emerging markets like India that is keeping foreign investors on the sidelines, while positioning India, Europe, and Japan as attractive diversifiers given the narrow, semiconductor-led rally.