India’s primary market anticipates a $50 billion IPO surge in the next 12-18 months, driven by private equity exits and corporate fundraising. While this signals economic confidence, concerns arise regarding valuation sustainability and market absorption capacity. Investor selectivity and robust earnings delivery will be crucial for navigating this influx of new offerings.
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