InterGlobe Aviation’s issues highlight aviation’s tough nature. Expert Sandip Sabharwal sees opportunities in InterGlobe’s stock. He warns about Kaynes Technology due to governance concerns. The EMS sector faces margin risks. ICICI Prudential AMC is viewed positively but with high valuation. Infrastructure players NCC and Ahluwalia Contracts are favored. Paints are expected to recover, while cement faces caution.
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