August 23, 2026
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Portfolio watch

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• At Alamar Capital, portfolio manager and founder George Tharakan has released his Q2 market assessment, and he’s keen on the banking sector. “After years of anemic loan growth, banks are finally showing good growth in both deposits and lending. Lending is rising from many fronts — the U.S. consumer is doing well, industrial loans are picking up from reshoring, and…

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