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In a recent investor meeting, Adani officials stated that the reduction in borrowing costs is due to several credit rating upgrades, a more stable earnings profile, and a resilient business model that has weathered external volatility.
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News and Media
Adrian Mowat predicts US markets have peaked and will have a tough year, offering opportunities for selective investment in emerging markets, especially in China and Mexico. He highlights China's growth in AI and technology, which attracts global investors. Some emerging markets like Korea and Taiwan may not perform well due to their correlation with Nasdaq.
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News and Media
Gautam Trivedi of Nepean Capital discusses the recent market correction, attributing it to necessary adjustments and highlighting value in power, real estate, and travel sectors. He expresses caution regarding the IT sector's future due to AI's potential impact and anticipates significant power demand growth.
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News and Media
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