Public sector stocks are experiencing a surge, with defence and power sectors showing promise due to robust order books and improving execution. While defence is a preferred long-term theme, experts express caution on oil and gas due to structural headwinds and see only tactical opportunities in IT.
Infosys-Anthropic tie-up signals AI growth opportunities, not market disruption: Sumit Pokharna
Infosys and Anthropic’s AI partnership is generating buzz. Experts caution investors to look beyond the hype and focus on fundamental value. Large and midcap IT