The Bharat Mobility Show 2025 showcased India’s auto sector shift to EVs and clean fuels. Despite near-term demand challenges, long-term growth is driven by electrification, rural demand, and government support. Maruti Suzuki and Hero MotoCorp project strong earnings growth through EVs and premium offerings. Tax reforms and infrastructure investments will further boost sector expansion.
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