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'India is on the wrong side of the AI trade': Emkay's Nirav Sheth sounds the alarm
India is on the wrong side of the AI trade, warns Nirav Sheth. Foreign investors are chasing AI growth abroad, impacting Indian markets. Investors should focus on companies with 20% earnings growth. IT sector faces headwinds, not a temporary slowdown. Geopolitical risks and rupee depreciation add to macro concerns. Policy changes are needed for durable capital inflows.
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economictimes.indiatimes.com
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Reforms, AI capex peaking could revive interest in India: Candace Browning, BofA Global Research
BofA Global Research head Candace Browning anticipates India will benefit from a West Asia crisis resolution and the peak of global AI capex, though Indian equities may lag…
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'India is on the wrong side of the AI trade': Emkay's Nirav Sheth sounds the alarm
India is on the wrong side of the AI trade, warns Nirav Sheth. Foreign investors are chasing AI growth abroad, impacting Indian markets. Investors should focus on companies with…
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AI disruption in Indian IT front-loaded, but long-term demand intact: Sushovan Nayak
Indian IT services face near-term AI-driven revenue pressure, estimated at 1-3%, impacting stock valuations. However, experts believe markets are overlooking significant long-term…