Kumar Rakesh bets on select IT names amid AI-led volatility

February 13, 2026

AI’s impact on India’s IT sector is unfolding in two phases: near-term automation causing deflationary pressure, followed by longer-term business transformation creating inflationary opportunities. Analyst Kumar Rakesh suggests markets may be overreacting to the front-loaded disruption, with a potential neutral long-term outcome.

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Indian markets are experiencing a temporary disruption, not a fundamental shift. Bajaj Finserv AMC’s Nimesh Chandan sees this as a chance to buy good companies

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