Market expert Ajay Bagga advises caution on Indian IT due to AI disruption, favoring a constructive view on metals and long-term optimism for defence and autos. He stresses differentiating short-term volatility from structural trends, highlighting AI’s rapid evolution and the need for concrete IT use cases before investor confidence returns.
AI-led selloff weighs on markets, but earnings revival could shift mood: Vinit Sambre
Despite a recent global AI-driven market shift, domestic equities are poised for recovery. Improved Indian macros, including interest rate and tax benefits, are creating a