Mahindra & Mahindra’s stock surged after reporting a 13% rise in Q2 profit, exceeding market expectations. Analysts are optimistic, citing strong SUV and tractor sales, with potential for further growth and margin expansion. However, capacity constraints for ICE SUVs in the future are a concern.
AI chip rally faces reality check, but bubble fears may be overdone: Adrian Mowat
South Korean chip stocks are experiencing a temporary dip, not an AI bubble burst, according to EM-Equity Strategist Adrian Mowat. He attributes the volatility to