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Posted by
Two Blokes Jun 30 -
Filed in
Stock
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6 views
XTL has evolved from a defensive, income-focused telecom ETF to a growth-oriented fund driven by AI, 5G, and cloud infrastructure exposure. Recent macro headwinds—Trump's tariffs, a more hawkish Fed, and weaker global growth—have increased risks and pressured XTL's growth-focused holdings. Fiscal stimulus via the One Big Beautiful Bill and deregulation could offset some headwinds, supporting capital investment and telecom infrastructure buildout.
