Sonam Srivastava of Wright Research suggests a cautiously optimistic outlook for the market, highlighting the strength in small and mid-cap stocks. She recommends focusing on sectors like industrials, capital goods, and consumption, while advising a balanced approach to investing. Investors should gradually build positions in high-quality stocks, considering diversification and a core-satellite approach for new entrants.
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