AI Impact On IT? Bhaskar Bukrediwala’s Big Market Call: Banks, Capex & Discretionary In Focus скачать в хорошем качестве

AI Impact On IT? Bhaskar Bukrediwala’s Big Market Call: Banks, Capex & Discretionary In Focus

AI Impact On IT? Bhaskar Bukrediwala’s Big Market Call: Banks, Capex & Discretionary In Focus Bhaskar Bukrediwala, Head PMS at IIFL Capital, shares his outlook on Indian markets, the AI debate’s impact on IT services, and where new profit pools are emerging. With financials, consumer discretionary, insurance and capital markets in focus, he sees improving growth momentum and better risk-reward. However, he remains underweight on IT and FMCG. Here’s the full market strategy and sectoral outlook. #etnow #ai #itservices #fmcg #banks #capitalmarket #sharemarkettips #investment #businessnews #topnews YouTube Channel -    / @etnow   Subscribe To ET Now For Latest Updates On Stocks Market News , Business News, Company News, IPO & More | https://bit.ly/SubscribeToETNow Subscribe Now To Our Network Channels :- ET Now Swadesh:    / etnowswadesh   Times Now: http://goo.gl/U9ibPb Social Media Links :- Twitter - http://goo.gl/hA0vDt Facebook - http://goo.gl/5Lr4mC Website - https://www.etnownews.com Follow us on Google News for latest updates ET Now: https://news.google.com/publications/... Times Now Navbharat: https://bit.ly/3zDaKJo Times Now : https://bit.ly/3CyrrYg Zoom: https://bit.ly/3CEK0dv