Exclusive | Can cheap valuations shield IT stocks from AI disruption? S Naren explains
Valuations in Indian IT stocks have become attractive amid AI disruption concerns, but S Naren of ICICI Prudential AMC stresses that low multiples alone are insufficient. Clarity on long-term growth and AI's true impact is crucial for investor confidence and potential upside in the sector.
Valuations in Indian IT stocks have become attractive amid AI disruption concerns, but S Naren of ICICI Prudential AMC stresses that low multiples alone are insufficient. Clarity on long-term growth and AI's true impact is crucial for investor confidence and potential upside in the sector.
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