Foreign institutional investors are returning to India following the US-India trade agreement, but concerns over earnings growth persist. Artificial intelligence is emerging as a significant risk, impacting jobs and business models, particularly in white-collar industries and IT services, leading to potential consolidation and job reductions.
Private sector banks are the best contrarian bet for the next 3 years, says S Naren
ICICI Prudential AMC CIO S Naren warned that rising leverage through derivatives and margin trading poses a bigger risk than any slowdown in mutual fund