Market participants are closely watching evolving factors impacting sectors. Leadership shifts at InterGlobe Aviation and supply chain disruptions are key concerns. Electronics manufacturing shows promise with new policies. Energy stocks are seen as trading plays. Steel producers stand out with strong price appreciation. Investors face a dynamic landscape with selective opportunities.
AI may hurt IT today, but it could create the sector’s next growth engine: Baroda BNP Paribas MF
AI may disrupt traditional revenue streams in India’s $280-billion IT services industry, but Rohan Korde of Baroda BNP Paribas Mutual Fund believes it could also