Mutual funds significantly reduced their holdings in nine out of ten major IT stocks in January, driven by concerns that AI will disrupt the traditional outsourcing model. Despite this selling pressure, the sector still holds substantial value, with managers offloading stakes in giants like Infosys and TCS, while showing some interest in Wipro.
ETMarkets Smart Talk | Fed, inflation, rupee: How investors should navigate India’s 7%+ bond yields, says Vineet Agrawal
With the 10-year government bond yield moving above 7%, investors are once again facing a key question: is this an opportunity to lock in attractive
September 22, 2026