Atul Bhole from Kotak Mutual Fund suggests that the Indian stock market’s risk-reward is now favorable after a period of correction. He recommends deploying cash into equities, anticipating double-digit earnings growth driven by government reforms, GST, and addressed liquidity issues. Despite underperforming other markets, domestic flows remain strong, making IT sector a contrarian investment opportunity.
Tech equity sales renew AI debt-binge worries
Tech giants are aggressively selling stock, raising billions, signaling a potential spending spree. While this boosts balance sheets, it also suggests increased borrowing and capital