Metal stocks have seen a significant rally, with precious metals driven by geopolitical concerns and industrial metals like copper poised for growth due to AI investments. However, steel faces caution due to weak demand from China. The IT sector is bifurcated, with digital platforms showing long-term promise and traditional IT services anticipating AI-driven growth and margin improvements.
US economy remains strong, India must accelerate reforms and AI adoption: Ajay Srivastava
Market veteran Ajay Srivastava highlights the U.S. economy’s robust performance, contrasting it with Indian investors’ perceptions. He emphasizes the global economy’s resilience despite geopolitical tensions