Stock picking key amid AI and valuation concerns: Amit Khurana

February 19, 2026

India Inc.’s third-quarter earnings show a steady performance with easing operating pressures, suggesting improving earnings visibility. While domestic consumption remains a preferred theme, caution persists regarding AI cycle uncertainty and valuation dispersion. Infrastructure and IT sectors await clearer order flows and disruption timelines.

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MSCI rebalancing on Monday: Adani Energy, Groww set for big inflows; RIL, Jio Financial may face outflows

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