Helios India is steering clear of IT stocks, citing AI’s disruptive potential, and instead champions India’s domestic consumption. The firm’s confidence stems from favourable demographics, rising aspirations, and the growth of new-age businesses. This strategy, rooted in an ‘Elimination Investment’ philosophy, prioritizes sectors with structural tailwinds and quality management, positioning for robust future growth.
Accenture’s weak bookings raise AI fears, but Indian IT may weather the storm: Sandip Agarwal
Accenture’s recent earnings reveal a sharp decline in new bookings and a reduced guidance, sparking concerns about AI’s impact on the IT services industry. While
June 19, 2026