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 chip rally faces reality check, but bubble fears may be overdone: Adrian Mowat
South Korean chip stocks are experiencing a temporary dip, not an AI bubble burst, according to EM-Equity Strategist Adrian Mowat. He attributes the volatility to