Index decline led by heavyweights amid geopolitical concerns Ongoing rally to be driven by Q3 earnings, govt’s likely focus on capex-driven strategy, comfortable valuations: Analysts
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,