Chris Wood’s India portfolio shows mixed six-month performance, with strong gains in Eternal and SBI Life, steady advances in DLF and GMR Airports, and weakness in Lodha, ICICI Bank, and PB Fintech amid uneven sectoral momentum.
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