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The Economic Times

Personal Finance / The Economic Times

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Rajeev Thakkar and Sankaran Naren see value in IT despite AI disruption concerns

Veteran fund managers Rajeev Thakkar and Sankaran Naren believe select Indian IT stocks are becoming attractive despite AI disruption concerns. While Naren called the sector a contrarian valuation play with possible risks, Thakkar argued Indian IT firms have historically adapted to technological shifts, and AI-driven productivity could ultimately expand demand.

10 May 2026 10:47 am