If AI unwinding pulls power stocks down, mind the difference between narrative and business: 6 stocks with
The Economic Times · ETMarkets.com ·
It is quite possible that, over the coming weeks, the narrative on the street could be that power stocks, which many had started to treat as a kind of proxy for the AI build-out, would come under pressure. But linking these stocks to global unwinding in the AI trade could be a mistake because demand for power in India depends on something far bigger and far older.
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