I think on fundamentals alone the broader financial services sector presents attractive opportunities in insurance, wealth management etc. where we are seeing the structural trend in financialization playing out. Our investing style remains sector agnostic though.
Rising concentration in AI stocks poses a risk: Kunal Kapoor, Morningstar CEO
Kunal Kapoor, the CEO of Morningstar, voiced unease about the dangers of focusing investments heavily on AI stocks during his Mumbai trip. He stressed that