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Reforms, AI capex peaking could revive interest in India: Candace Browning, BofA Global Research
BofA Global Research head Candace Browning anticipates India will benefit from a West Asia crisis resolution and the peak of global AI capex, though Indian equities may lag emerging markets in the near term. She forecasts a year-end Nifty target of 26,200, but warns of potential pressure on valuations if conflicts persist.
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economictimes.indiatimes.com
Reforms, AI capex peaking could revive interest in India: Candace Browning, BofA Global Research
BofA Global Research head Candace Browning anticipates India will benefit from a West Asia crisis resolution and the peak of global AI capex, though Indian equities may lag…
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India in “peak pessimism” phase, but cyclical recovery may lift earnings: Arbind Maheswari
Indian markets are navigating slow earnings growth and valuation worries. However, experts see early signs of a cyclical recovery. Despite current challenges, a shift in global…
