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MYSTERIOUS: Amish shah - You Need To See This

ANALYSIS — Republicans are reveling in recent primary losses of candidates preferred by the Democratic Congressional Campaign Committee. But they don’t have to look back very far to see that upset primary winners can get elected to Congress, including some members of their own party. Democratic strategists tried to tip…

Roll Call

The AI play no one is talking about: Why BofA is snapping up power & metals instead of IT

BofA Securities India's Amish Shah advises shifting from IT to infrastructure, citing a 'dangerous gap' in consensus earnings forecasts. He highlights that commodity-driven earnings won't command premium valuations, and warns of potential downside from current market levels. Shah's strategy favors value in financials, growth in data center-linked infrastructure and metals,…

The Economic Times

Democrats’ conservative romance

One of the DCCC’s favored candidates was a Republican as recently as 2018

Salon

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Exclusive | Is the India story over for FIIs? BofA says investors don't want to miss what's next

India's global equity market capitalization ranking has dropped to seventh as foreign investors shift focus to AI opportunities in Taiwan and South Korea. Despite this, genuine excitement for India's long-term economic potential remains, with investors preparing for its eventual resurgence.

The Economic Times

Nifty earnings growth slashed to 8.5% from 14%; no comfort in valuations still: Amish Shah

BofA Securities warns Indian equities face rich valuations and halved earnings growth outlook, projecting market gains to mirror profit expansion. Elevated valuations over emerging market peers and domestic bonds suggest limited upside, with returns likely in the 8-9% range. Steady domestic investor flows are expected to prevent sharp corrections, favoring…

The Economic Times

Infighting erupts among House Democrats as party picks favorites in contested races

"I would not be surprised if a number of members decide to put their DCCC giving on hold."

Axios

More doctors and nurses hoping to operate in Congress

ANALYSIS — At a time when most voters are skeptical of politicians, both parties are looking to doctors and nurses to secure control of Congress. With nearly two dozen doctors and nurses currently serving on Capitol Hill, it’s a pretty good strategy. Even if health care isn’t the top issue…

Roll Call

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Rating change: Arizona’s open 1st District shifts to Toss-up - Roll Call

A competitive House race has gotten more complicated with GOP Rep. David Schweikert planning to run for Arizona governor.

Roll Call

GOP Rep. David Schweikert enters race for Arizona governor - Roll Call

Republican Rep. David Schweikert is running for governor for Arizona, opening up a battleground House district in the Phoenix suburbs.

Roll Call

Key Congressional Races To Watch In 2022

Explore key 2022 midterm congressional races with high stakes and intense competition. Democrats and Republicans battle for control in crucial districts.

Top News

At the Races: Don’t forget the Motor City (counts votes slowly) - Roll Call

The CQ Roll Call newsroom tracks campaigns nationwide, sharing the best stories with some extras, in the At the Races newsletter.

Roll Call

5 races to watch in Arizona’s primary on Tuesday - Roll Call

Primaries will set matchups for two open House seats that are not likely to flip and two seats that are on the November battleground.

Roll Call

At the Races: Drip, drip, drip - Roll Call

The CQ Roll Call newsroom tracks campaigns nationwide, sharing the best stories with some extras, in the At the Races newsletter.

Roll Call

Results in the five most expensive Democratic Arizona House primaries

Democratic primary elections for all 30 districts in the Arizona House of Representatives took place on Aug. 2, 2022. Of the 30 districts up for election in 2022, 16 had a Democratic primary election with more than one candidate. The Arizona House has two seats per district.

Ballotpedia

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Alexandria OcasioCortez

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