West Asian geopolitical tensions and volatile oil prices are making investors cautious. Gautam Trivedi of Nepean Capital sees no immediate buying opportunity due to ongoing conflict. The crisis impacts global energy supplies and economies like India. Trivedi focuses on long-term structural demand sectors like data centers, AI, and the power sector, emphasizing company-specific changes over thematic trends.
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