Indian stock markets are showing more reasonable valuations after recent volatility. This positioning is expected to attract emerging market investment flows. Earnings growth is showing signs of revival across various sectors. Investors are advised to consider a broader range of commodities beyond gold and silver. Opportunities are emerging in mid and small-cap segments as valuation gaps narrow.
Kumar Rakesh bets on select IT names amid AI-led volatility
AI’s impact on India’s IT sector is unfolding in two phases: near-term automation causing deflationary pressure, followed by longer-term business transformation creating inflationary opportunities. Analyst
February 13, 2026