Debt investors are increasingly concerned about major tech companies taking on significant debt for AI development, leading to a surge in credit derivative trading. This market activity, particularly for single-company contracts on issuers like Meta and Alphabet, reflects a growing demand for protection against potential defaults as AI investments escalate.
Nifty megacaps are going nowhere. Why Samco CIO Umesh Mehta put 75% of his flexicap fund beyond largecaps
Mutual Fund CIO Umesh Mehta says Nifty mega caps may remain subdued as institutional ownership limits fresh buying and earnings momentum shifts towards mid- and