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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. […]
After a year in which Gold and Silver Investors blinded, Axis MF’s stock head Shreyash Devalkar believes that 2026 could mark a turning point. With profit recovery, sectoral rotation and supporting macros in line, he claims that Nifty can finally surpass precious metals, making it a stage for a classic average reversal trade. Edited fragments […]
