SENSEX
NIFTY
GOLD
USD/INR

Weather

image 10    C

Markets News

The Economic Times News

Markets / The Economic Times

details

Healthy scepticism in AI stocks presents selective opportunities: Anurag Singh

Investors are reassessing dominant themes like AI, finding comfort in resilient US economic fundamentals and a selective outlook for India. While the AI trade faces skepticism regarding data center ROI, US markets show no immediate red flags. India's IT services face valuation risks, with a preference for large-cap stocks due to historical mean reversion in mid- and small-caps.

16 Dec 2025 11:44 am