ETMarkets Smart Talk | AI is real, but AI valuations are not; we are in the FOMO stage of the bubble: Carnelian’s Manoj Bahety

AI technology is real but its current valuations are inflated, resembling past market bubbles. Investors are urged to avoid the fear of missing out. India’s manufacturing, financials, and consumption sectors are poised for long-term growth as global AI frenzy potentially fades. Smart investing involves focusing on fair valuations and solid businesses.

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