Large IT may perform better than large banks; second-rung BFSI, domestic consumption good bets: Digant Haria

GreenEdge Wealth’s Digant Haria suggests large IT stocks may outperform large banks in the next year, citing comfortable valuations and gradual AI changes. He favors second-tier BFSI stocks like Equitas and Ujjivan, anticipating a turnaround from easing regulations. Haria also highlights domestic consumption, including building materials and consumer durables, as a promising sector.

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