Don't buy the dip in IT, the sector would undergo a painful transition, says Ametra PMS, co-founder, CIO
Ametra PMS co-founder Karan Aggarwal warns investors to avoid the IT sector due to potential AI disruptions. He expects markets to trade in a tight range for 1 to 2 quarters and wait for a potential EPS re-rating before deciding on a breakout move.
Ametra PMS co-founder Karan Aggarwal warns investors to avoid the IT sector due to potential AI disruptions. He expects markets to trade in a tight range for 1 to 2 quarters and wait for a potential EPS re-rating before deciding on a breakout move.
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