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The Economic Times

Markets / The Economic Times

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IT sector valuations turn attractive despite AI spending shift: Christy Mathai

Indian IT services firms face headwinds as global enterprises prioritize hardware over software. Despite negative sentiment, stable fundamentals and improving earnings offer a compelling buying opportunity. Christy Mathai, Fund Manager-Equities at Quantum AMC, says investors can find value in IT services, consumer durables, and selective auto segments, while capital goods and energy present mixed outlooks.

13 Feb 2026 9:00 am