Valuations in Indian IT stocks have become attractive amid AI disruption concerns, but S Naren of ICICI Prudential AMC stresses that low multiples alone are insufficient. Clarity on long-term growth and AI’s true impact is crucial for investor confidence and potential upside in the sector.
Valuation discipline key as markets navigate tariff noise: Manishi Raychaudhuri
Global trade policy volatility is forcing investors to reassess strategies, with market strategist Manishi Raychaudhuri advising a focus on domestic growth. He highlights basic materials,