Swaminathan Aiyar suggests India holds a strong position as an investor in the UK, particularly with the Tata Group’s significant presence. Relaxed social security deductions could further boost Indian IT investment. While the government aims for job creation in labor-intensive sectors, Aiyar believes India’s strength lies in its skilled workforce, presenting opportunities in finance, media, and sports.
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