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IT needs selectivity, not blind bargain hunting; Energy, defence and healthcare offer better opportunities: Gurmeet Chadha

Market expert Gurmeet Chadha advises investors to be selective in the IT sector, despite attractive valuations, focusing on stock-specific opportunities. He highlights stronger growth visibility in energy, defence, healthcare, and capital market plays, while suggesting midcap IT firms are better positioned for AI monetization.

Raccontata daeconomictimes.indiatimes.com

Timeline cronologica

  1. giovedì 4 giugno 2026·economictimes.indiatimes.com

    Forget IT giants, go for these 4 midcap stocks: How Dipan Mehta is rewriting his Indian IT playbook

    Market expert Dipan Mehta urges investors to be selective. He highlights mid-cap IT firms like Coforge and Happiest Minds as outperformers. Engineering R&D stocks are also gaining…

  2. giovedì 4 giugno 2026·economictimes.indiatimes.com

    IT needs selectivity, not blind bargain hunting; Energy, defence and healthcare offer better opportunities: Gurmeet Chadha

    Market expert Gurmeet Chadha advises investors to be selective in the IT sector, despite attractive valuations, focusing on stock-specific opportunities. He highlights stronger…

  3. giovedì 4 giugno 2026·economictimes.indiatimes.com

    Avoid chasing IT rally, focus on power and steel plays: Neeraj Dewan

    Market expert Neeraj Dewan advises selective investing amid volatility, favoring power, energy infrastructure, steel, aviation, commercial vehicles, FMCG, and select auto…