Top brokerages suggest investment themes for Budget 2025, highlighting sectors like infrastructure, defense, and railways poised for significant growth. Analysts expect increased capex allocation and fiscal deficit targets, alongside potential boosts for financials, health, consumption, automobiles, real estate, and power sectors.
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