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Valuations of IT stocks already capture most of AI disruption risk: Chintan Haria

The Times of India·October 4, 2026·1 min read
Valuations of IT stocks already capture most of AI disruption risk: Chintan Haria

AI Summary

The Nifty IT index’s 25% fall in 2026 may have already priced in much of the threat from AI.

From the source

The Nifty IT index’s 25% fall in 2026 may have already priced in much of the threat from AI. Chintan Haria of ICICI Prudential AMC sees selective opportunities in companies positioned to benefit from data engineering, cloud migration, legacy modernisation and…

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View original at The Times of India

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