Mayuresh Joshi, Head Equity at Marketsmith India, mentions the impact of the dollar index drop and potential safeguard duties on the Nifty metal index. He highlights challenges like Chinese steel dumping and Trump tariffs affecting demand. He emphasizes a cautious approach to mid and small-cap stocks, suggesting selective investments for stable earnings growth.
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