Global investors are shifting focus from FAANG and Magnificent 7 to broader innovation, embracing the BATMMAAN acronym for AI, semiconductors, and digital ecosystems. Niteen Dongare advises staying invested in US markets, emphasizing proven earnings and stable management amidst geopolitical volatility. He also highlights the growing trend of Indian investors diversifying globally, with AI and semiconductors attracting significant interest.
Monitoring monetisation targets: A scalable InvIT approach
Facing fiscal challenges, the government can leverage Infrastructure Investment Trusts (InvITs) and Real Estate Investment Trusts (REITs) to meet disinvestment targets. State governments can pool