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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. […]
Markets never move in straight lines. No investor can predict the direction of the next cycle. There are periods of strong profits and high confidence, followed by times when bond yields rise, inflationary pressures increase or global events shake sentiment. These shifts are natural: markets go through cycles of optimism and caution.In this environment, investors […]
