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The Indian IT sector is showing signs of recovery. Valuations reflect existing pessimism. Mid-tier companies are focusing on AI and automation. Revenue growth in these areas could lead to a sector rerating. Power, manufacturing, and consumption sectors are expected to drive market growth. Investors should watch for earnings delivery to justify valuations.
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Indian markets are showing positive economic signs. Inflation is easing and rate cuts are expected. Naveen Kulkarni of Axis Securities PMS suggests smallcaps are undervalued. GST reforms could boost consumption. Sectors like autos, hospitality, and BFSI are in focus. Growth stocks may outperform value stocks. Investors are eyeing opportunities beyond largecaps for better returns in the coming months.
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News and Media
AI powerhouse Nvidia reported quarterly earnings Wednesday that beat expectations, but shares slipped amid concerns about an AI chip spending bubble and the company's stalled business in China. - Fortune in play - The earnings report comes amid market worries about an AI spending bubble that could burst and hurt the chip giant's fortunes.
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