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Broker call● Neutral for Indian equities
ICICI Pru AMC’s S Naren on contrarian investing, AI risks and navigating a volatile market
The brief
- S Naren discusses oil, US rates and AI risks
- He says contrarian investing can extend beyond value stocks
- Views on small-cap valuations may inform Indian investors’ allocation to small and midcap stocks
- AI winners and losers are emerging in Indian IT, says BNP’s Kumar Rakesh
- Nifty 500’s hidden bear market: Half the stocks are down over 30% from highs
- IT Q2 Preview: Infosys, Other Large Caps May Cut Guidance As AI Deflation Bites, Mid-Caps To Buck The Trend
- Feeling blue: Near 40% of Nifty stocks down over 20%; ₹31 trn wiped out
- IPO Mania: 20 Issues To Hit The D-Street In A Single Week — Check Full List