Money making opportunity in infra-road sector; HG Infra among top 3 high conviction stock picks
The Indian Infra-Road sector is set to recover in FY26 due to government expenditure, increased project awarding, and diversification into non-road segments. Despite short-term challenges, companies ...
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The AI hype trap: Why Antipodes’ Jacob Mitchell warns investors to stay grounded
The boutique fundie is hunting for stocks that benefit from AI - without the insane valuations - using a "pragmatic value" ...