Zerodha CEO Nithin Kamath observed a 20-30% decline in F&O activity since Sebi’s regulations were introduced. He anticipates a further dip in 2025 due to increased lot sizes. Equity turnover has also cooled down, suggesting a potential end to the recent period of high market activity.
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