The article explores the career of a fund manager at Bandhan AMC, discussing their journey from a fresher at UTI Mutual Fund to managing multiple funds. The manager shares insights into their investment philosophy, focusing on valuations, business cycles, and contrarian investing. Their approach aims to create long-term wealth for investors by identifying undervalued opportunities.
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