Veteran expert Punita Kumar Sinha sees a dynamic Indian market with better valuations but not bargains. She highlights financials as resilient and urges conservative strategies focused on domestic consumption. Market volatility and FII trends suggest cautious optimism amid global economic uncertainties.
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