Indian Energy Exchange shares are under scrutiny as a key regulatory verdict on market coupling is awaited. This reform could significantly alter India’s power trading. Market participants believe uncertainty has already impacted IEX’s valuation. A favourable outcome could trigger a sharp rerating for the stock. The decision is expected to bring heightened volatility for investors.
Earnings growth to stay robust at 14–16%; IT correction a buying opportunity: Vikas Khemani
India’s IT sector is poised for a comeback, with AI expected to boost, not hinder, growth. Vikas Khemani of Carnelian Asset Management sees excessive pessimism,