Ashish Chaturmohta Talks About The Top 2 Themes That Could Boost Your Portfolio

The AI and data centre investment theme continues to create opportunities across multiple sectors as global hyperscalers ramp up capital expenditure. Companies linked to optic fibre, power cables, wires, cooling solutions and supporting infrastructure have delivered strong returns, prompting selective profit-booking after sharp rallies. Ashish Chaturmohta, Managing Director, PMS - JM Financial, explains why his team remains positive on the broader AI and data centre story despite trimming exposure in some names. He also highlights a growing preference for pharma and CDMO-focused companies, citing strong structural growth prospects driven by rising outsourcing demand and robust earnings potential. Watch this detailed discussion on portfolio changes, emerging investment themes and sectors that could benefit from long-term global trends.