Harish Krishnan from Aditya Birla Sun Life AMC shares insights on market dynamics. He highlights the shift from macro to micro factors like earnings and capital expenditure. Krishnan anticipates a moderation in global tariff war fears. He suggests focusing on sectors like private banks, FMCG, and chemicals.
AI chip rally faces reality check, but bubble fears may be overdone: Adrian Mowat
South Korean chip stocks are experiencing a temporary dip, not an AI bubble burst, according to EM-Equity Strategist Adrian Mowat. He attributes the volatility to