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The artificial intelligence storm that roiled global markets has visibly shaken Indian IT stocks, but for seasoned fund managers, volatility often presents opportunities. Shreyash Devalkar, head of equities at Axis Mutual Fund, spoke to ET Now to share his unfiltered view on the AI-powered sell-off, and where investors should position themselves in this fast-changing landscape. […]
India’s benchmark Nifty has hit new all-time highs, but the broader market continues to underperform, with the Nifty Smallcap Index still 11% below its peak. According to Rupen Rajguru, Managing Director and Senior Advisor at Julius Baer, this divergence signals an attractive time for investors to accumulate stocks as India’s earnings cycle prepares for a […]
