Zerodha co-founder Nithin Kamath highlighted major risks in India’s broking business, including heavy revenue reliance on Nifty and Sensex F&O contracts, limited diversification, and mounting regulatory pressure, questioning the industry’s perceived glamour.
Earnings growth to stay robust at 14–16%; IT correction a buying opportunity: Vikas Khemani
India’s IT sector is poised for a comeback, with AI expected to boost, not hinder, growth. Vikas Khemani of Carnelian Asset Management sees excessive pessimism,