AI disruption, metal momentum and defence opportunity: Ajay Bagga maps the market landscape

February 13, 2026

Market expert Ajay Bagga advises caution on Indian IT due to AI disruption, favoring a constructive view on metals and long-term optimism for defence and autos. He stresses differentiating short-term volatility from structural trends, highlighting AI’s rapid evolution and the need for concrete IT use cases before investor confidence returns.

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