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The Economic Times

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IT stocks oversold, capital markets remain a structural story: Nitin Raheja

Nitin Raheja of Julius Baer believes the IT sector selloff is overdone, with AI disruption unfolding gradually. He sees strong cash flows enabling IT firms to invest in AI acquisitions and data centers. Raheja also highlights India's low household equity allocation as a long-term growth driver for capital markets, favoring asset managers for now.

17 Feb 2026 10:40 am