“From a two- to three-year perspective, we are increasing our allocation to IT services. That is one theme which we are playing through. We believe a lot of those midcap IT growth could be higher than what the Street is estimating over the next two to three years and valuations are really attractive.”
AI may hurt IT today, but it could create the sector’s next growth engine: Baroda BNP Paribas MF
AI may disrupt traditional revenue streams in India’s $280-billion IT services industry, but Rohan Korde of Baroda BNP Paribas Mutual Fund believes it could also
August 2, 2026