Strong Q4 earnings and a structural manufacturing export opportunity are fueling optimism in India’s equity markets, according to Mukul Kochhar. Despite geopolitical headwinds, robust corporate profitability and favorable trade agreements are expected to drive growth, with AI reshaping the IT sector’s future opportunities.
Copper up 9% since Iran war. Will AI boom push red metal to new highs?
Copper prices are surging, driven by a confluence of factors including geopolitical tensions, structural supply shortages, and booming AI-driven demand. The metal is increasingly viewed