Devang Shah of Axis Mutual Fund suggests short-duration strategies for better yields. A recent rating upgrade offers a slight boost, but won’t drastically change corporate bonds. Foreign capital flow impact will be moderate. RBI is likely to maintain a neutral policy. Investors should monitor currency dynamics and trade relationships.
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