Atul Bhole from Kotak Mutual Fund suggests IT stocks present an overlooked opportunity due to US economic concerns and AI disruption. He highlights the resilience of the Indian economy and the improved stability and growth prospects of small and mid-cap companies. Bhole also advises a contrarian approach to sector rotation, focusing on undervalued sectors.
Fall in provisions help ICICI Bank’s net profit in Q4 FY26
ICICI Bank’s net profit rose 9% to Rs 13,702 crore in March 2026, driven by stable loan growth and a significant drop in provisions. Total