Market weekly analysis

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In today’s edition Foldables: Niche to Mainstream? Huawei's resilient revenue rebound Tech giants lead in AI China's birth rate crisis JPMorgan's market domination Market Snapshot In 2023, major US equity benchmarks ended the year with significant gains. The S&P 500 index, despite a slight dip on the last trading day of December, recorded a 25% increase year-to-date (YTD), rebounding from its 19% fall in 2022. The Dow Jones Industrial Average also experienced a notable rise, finishing the year 14% higher YTD. The Nasdaq Composite led the surge with a remarkable 45% uptick YTD, driven largely by significant advancements in technology stocks, particularly in the artificial intelligence sector. The Federal Reserve's shift towards potential interest rate cuts in 2024 played a crucial role in this year's market performance, aiding interest-rate-sensitive sectors like small caps and financials. Investor optimism was further buoyed by the possibility of the Fed achieving a "soft landing" for the economy, balancing slowing inflation with avoiding a recession. Sector-wise, information technology and consumer discretionary sectors excelled with over 40% gains due to AI adoption and strong consumer spending. However, utilities, staples, and energy sectors faced challenges, with energy notably experiencing its first annual decline since 2020.