Nifty’s 2 pillars now facing structural headwinds: Ravi Dharamshi’s warning on IT & consumption

May 4, 2026

His warning carries weight. ValueQuest has been quietly repositioning for months by moving capital away from consumption-oriented exposures and steering clear of IT services entirely, even before the geopolitical shock that roiled markets over the past two months.

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Drawing parallels between the golf course and the stock market, he explains why investors shouldn’t let one bad decision derail their long-term financial journey.

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