Indian IT services face persistent pressure due to AI disruption fears, with market expert Seshadri Sen advising tactical caution despite attractive long-term valuations. While inflation risks are contained, rural demand remains a monitorable. Sen favors domestic consumption and industrials, anticipating improving earnings breadth into FY27.
Market expert Seshadri Sen suggests fears regarding AI disruption in Indian IT services are overstated, although short-term challenges are expected. Despite attractive long-term valuations for IT, he advises tactical caution. Sen identifies contained inflation risks and…
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