Investor attention is returning to India’s infrastructure sector as order flows increase. Analysts expect this trend to continue into next year. The EMS sector is experiencing a growth normalization, leading to valuation concerns. Public sector banks, however, continue to present value opportunities. Experts highlight Bank of India as a key pick, anticipating a re-rating to match private sector banks.
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