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Dont make the mistake of writing off IT sector in 2026: Vikas Khemani

Despite record FII selling and a weak 2025 for IT stocks, Vikas Khemani believes fears around AI-led disruption are overstated. He argues that past tech transitions only expanded Indias IT opportunity and expects 2026 to be better as rates ease, flows improve, and selective IT stocks show long-term strength.

30 Dec 2025 5:50 pm