Back
Tech10 May 2026 at 05:17 am
Rajeev Thakkar and Sankaran Naren see value in IT despite AI disruption concerns
Quick Take
Veteran fund managers Rajeev Thakkar and Sankaran Naren believe select Indian IT stocks are becoming attractive despite AI disruption concerns. While Naren called the sector a contrarian valuation play with possible risks, Thakkar argued Indian IT...
Why It Matters
Indian market movements directly impact portfolio valuations and SIP returns for millions of investors. Sector rotation signals where smart money is heading next.