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

Posted 2 hours ago by

Economic Times

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.