What is happening is that there was a bit of a positive view on IT and mostly consensus positive view saying that incremental deal flow has been good, IT firms are hiring, and as you see a bit of a strength come through in US economy this discretionary spending will get better.
ETMarkets Smart Talk: Fixed income attractive with rate cuts ahead; 20–40% allocation advisable for risk hedge, says Tanvi Kanchan
Amidst market volatility, Anand Rathi’s Tanvi Kanchan suggests a 20%-40% fixed income allocation for portfolio stability. She anticipates a stock-specific market in FY26, driven by