Deven Choksey, MD of DRChoksey FinServ, says private sector insurance companies are relatively more favourable from a growth perspective. Valuation-wise, some of them have already started scaling up. There is good potential in the likes of SBI and HDFC Life and also Bajaj Life Insurance business. He likes those businesses from an investment perspective.
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