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AI threat overblown: Why Invesco’s Hiten Jain is doubling down on IT stocks

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.

Raccontata daeconomictimes.indiatimes.com

Timeline cronologica

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

    ET Alpha Wealth Summit: Markets are best played by optimists, says Samir Arora on India's investment outlook

    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…

  2. venerdì 5 giugno 2026·economictimes.indiatimes.com

    AI threat overblown: Why Invesco’s Hiten Jain is doubling down on IT stocks

    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…