Storia in 2 fonti

India’s biggest equity fund makes contrarian bet on IT stocks

Indias largest actively managed equity fund, PPFAS Flexi Cap, is increasing exposure to beaten-down IT stocks, taking a contrarian view on AI disruption fears. CIO Rajeev Thakkar argues pessimism is overdone, betting on productivity gains and valuation comfort even as the Nifty IT index heads for its worst year since 2008.

Raccontata da

economictimes.indiatimes.com

thehindubusinessline.com

Confronto fonti

2 prospettive sulla stessa storia

AI · summaries

economictimes.indiatimes.comStai leggendo1 mese fa

India’s biggest equity fund makes contrarian bet on IT stocks

originale

thehindubusinessline.com1 mese fa

PPFAS Mutual Fund makes contrarian bet on IT stocks

The Nifty IT index is down over 27% this year, driving a sharp compression in valuations. The gauge trades at 15.7 times 2026 estimated price to earnings, down from 21.2 times a year ago

Leggi questa versione →

Timeline cronologica

martedì 23 giugno 2026·economictimes.indiatimes.com
India’s biggest equity fund makes contrarian bet on IT stocks
Indias largest actively managed equity fund, PPFAS Flexi Cap, is increasing exposure to beaten-down IT stocks, taking a contrarian view on AI disruption fears. CIO Rajeev Thakkar…
martedì 23 giugno 2026·thehindubusinessline.com
PPFAS Mutual Fund makes contrarian bet on IT stocks
The Nifty IT index is down over 27% this year, driving a sharp compression in valuations. The gauge trades at 15.7 times 2026 estimated price to earnings, down from 21.2 times a…