Nithin Kamath says Zerodha limits lending to loans against securities due to higher funding costs, tougher competition, and risks linked to unsecured credit. Lower-risk, collateral-backed loans align better with its philosophy and customer base, making them a natural extension of its broking business.
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