IT Stocks' Valuations Reflect AI Disruption Risk, Says Chintan Haria
Chintan Haria of ICICI Prudential AMC stated that the Nifty IT index's 25% decline in 2026 likely already factors in much of the AI disruption risk. He identified selective investment opportunities in companies focused on data engineering, cloud migration, legacy modernization, and AI integration, suggesting these areas could benefit despite the overall market fall.
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