Invesco Mutual Fund's Hiten Jain offers a contrarian view, identifying the tech rout as a significant buying opportunity and dismissing broad PSU rallies. He highlights smart money's movement towards large-cap financials and IT services, anticipating earnings growth driven by credit expansion and AI adoption.

Helios Capital founder Samir Arora believes investor pessimism toward India is driven more by a “negative halo effect” than weakening fundamentals. Speaking at the ET Alpha Wealth…

Invesco Mutual Fund's Hiten Jain offers a contrarian view, identifying the tech rout as a significant buying opportunity and dismissing broad PSU rallies. He highlights smart…