Indian IT stocks are at their cheapest since mid-2020, presenting a buying opportunity. Fund managers suggest gradual accumulation over two years as valuations have significantly compressed. Despite concerns over AI and recent sell-offs, the sector’s improving deal momentum and expanding market offer potential for value investors. A balanced approach combining lump sum and staggered investments is advised.
Geopolitical uncertainty clouds outlook, but defence story remains strong: Ashi Anand
Market direction is highly fluid due to US-Iran conflict news, with sentiment shifting daily. While recent market corrections offer accumulation opportunities, sustainability hinges on conflict