Amnish Aggarwal of Prabhudas Lilladher suggests a stock-specific approach in the auto sector, highlighting Eicher Motors and M&M as strong domestic performers. He notes that oil marketing companies have performed well due to benign crude prices. While positive on defence stocks long-term, Aggarwal anticipates sideways movement in the near term after a rally post Operation Sindoor.
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
October 23, 2026