Sushovan Nayak sees short-term AI jitters, long-term opportunities for IT giants

February 12, 2026

Indian IT stocks face pressure from global AI advancements and China’s innovation, triggering sentiment-driven selling. While short-term pain is expected, experts believe the sector’s long-term fundamentals remain strong due to its implementation and customization expertise in cloud and data services.

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Private banks, energy and telecom look attractive amid market swings: Rahul Shah

Amidst global uncertainty, market volatility presents opportunities for long-term investors, according to Rahul Shah. He highlights mispricing as a chance to build portfolios, favoring resilient

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Wait for dust to settle before taking fresh bets, says Maulik Patel

Geopolitical tensions and market swings prompt caution for investors. Maulik Patel of Equirus Securities advises patience, suggesting a wait-and-watch approach. He notes current crises differ

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