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Kumar Rakesh bets on select IT names amid AI-led volatility

AI's impact on India's IT sector is unfolding in two phases: near-term automation causing deflationary pressure, followed by longer-term business transformation creating inflationary opportunities. Analyst Kumar Rakesh suggests markets may be overreacting to the front-loaded disruption, with a potential neutral long-term outcome.

13 Feb 2026 11:42 am