Amidst geopolitical tensions and AI disruption fears, fund managers strategically invested in metals, energy, and power stocks. Hindalco and Nalco saw buying interest due to their integrated mining operations, while demand for aluminium in data centers and EVs is anticipated.
How investors can use thematic funds to boost portfolio returns
Thematic funds focus on investing in firms associated with particular long-term trends, aiming for potential alpha returns. They entail a greater concentration risk when compared