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Market move● Neutral for Indian equities
Investors see room to trim AI stocks after sharp rally
The brief
- Trust Mutual Fund’s Mihir Vora and WhiteOak Capital’s Prashant Khemka remain positive on AI’s long-term impact
- They see scope to reduce AI-stock exposure after the rally
- Indian mutual fund investors may be affected by portfolio exposure to AI stocks
- Bulls out of steam, it’s slow & steady on D-Street
- SEBI’s new PMS framework could potentially double industry size over time: APMI Chairman Vikas Khemani
- Rout in PB Fintech stock deals Rs 11,000 crore blow to mutual funds
- SEBI's new PMS rules could redraw competition for affluent investors
- RIAs, distributors assess Sebi's new MF-only PMS route under PRIM model