Ravi Dharamshi, CIO of ValueQuest Investment, predicts that India will become an energy-exporting nation within ten years, driven by a shift from fossil fuels to renewable energy, particularly solar. He emphasizes the importance of protection for strategically significant sectors and discusses the evolving nature of consumption and the prospects for various financial segments.
AI stocks: Midterm elections could threaten AI trade as data center backlash grows
Public opposition to US data centers and the November midterm elections could reshape AI infrastructure investment. Increased regulatory scrutiny, rising electricity costs and construction delays
October 23, 2026