economictimes.indiatimes.com
Negativeeconomictimes.indiatimes.com ·
rajeev thakkar and sankaran naren see value in it despite ai disruption concerns
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AI insight
AI-generatedThe article discusses fund manager views on Indian IT stocks amid AI disruption concerns. The commercial mechanism is weak: no concrete investment, price move, or supply chain impact is reported. The channel is sentiment-driven valuation call, not an operational or margin change. Impact is India-specific but lacks actionable commercial detail.
Signals our AI researcher identified
Extracted by our AI model from this article and related public sources — not direct quotes from the publisher.
- Fund managers Rajeev Thakkar and Sankaran Naren expressed optimism about select Indian IT stocks at the Groww India Investor Festival 2026.
- Naren described the current situation as a 'contrarian valuation call'.
- Thakkar argued that AI could ultimately increase demand for IT services.
- Both managers acknowledged the need for ongoing evaluation of the sector's outlook as AI developments unfold.