Mukul Agrawal’s Rs 7,610-crore portfolio saw nearly half its stocks deliver strong double-digit gains in FY26, with 11 rising 50–200%. Several new September-quarter additions also boosted momentum across diversified sectors.
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