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Phil Oakley: one company’s cash position could warrant higher valuation, the other has high business risk
A balanced approach to energy investing is needed
The yellow metal is now an important strategic asset
Phil Oakley reviews two companies making progress
Debt is expected to be a mere 235 per cent of GDP this year . . . 
Some AI valuations are worth it
Some sectors get a bad reputation but companies can deliver for investors
Small-cap shares offer an opportunity
Some companies rely on government spending, while others need consumers to keep shopping.
Risk appetite is back and several pockets of value exist in stock markets