Broker call▲ Bullish for Indian equities
Valuations of IT stocks already capture most of AI disruption risk: Chintan Haria
The brief
- The Nifty IT index fell 25% in 2026
- Chintan Haria says valuations may already reflect much of the AI disruption threat
- Haria sees selective opportunities in IT stocks
- A less severe AI-risk outlook may support Indian IT services stocks
- IT Q2 preview: Muted growth, steady margins likely; deal conversion, AI deflation under lens
- India’s top IT firms brace for another slow quarter as client spending remains weak: Analysts
- Indian IT firms seen posting muted Q2 growth with steady margins
- TCS, Infosys, Wipro shares ahead of Q2 results: Explained | What Accenture's strong earnings mean for Indian IT stocks
- Revised green card rules, H-1B visa fee hike, social media vetting forcing Indians to rethink about American dream?