Valuation expert Aswath Damodaran warns that an AI-driven data explosion doesn’t guarantee better investment decisions. He cautions against false precision and overconfidence, emphasizing that true competitive advantage lies in interpretation and judgment, not just data access. Global markets saw significant growth in 2025, with technology leading sectors.
ETMarkets Smart Talk | Renewables, defence to lead in FY27; infra and gas stocks offer high-risk opportunities: Siddarth Bhamre
Siddarth Bhamre expects renewables and defence to lead market performance in FY27, supported by structural tailwinds. Infrastructure and gas stocks may offer high-risk opportunities post-correction.