Adrian Mowat predicts US markets have peaked and will have a tough year, offering opportunities for selective investment in emerging markets, especially in China and Mexico. He highlights China’s growth in AI and technology, which attracts global investors. Some emerging markets like Korea and Taiwan may not perform well due to their correlation with Nasdaq.
AMFI reshuffle: Hindustan Copper among 6 smallcap stocks that may get upgraded to midcap
Six smallcap stocks could be upgraded to the midcap segment in AMFI’s H2 CY26 semi-annual rejig, according to Nuvama Institutional Equities.