Small and midcap stocks are poised for a strong recovery. Earnings are expected to grow significantly over the next four to six quarters. Cyclical sectors like banking, financial services, and automobiles will lead the market. Oil marketing companies are set to benefit from stable crude prices. Capital market-linked stocks offer select opportunities for medium-term investors.
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