Valuations of IT stocks already capture most of AI disruption risk: Chintan Haria
60-Word AI Digest
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 AI integration.
Key Takeaways
- 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 AI integration.
- Full details and original dispatch available below.
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 AI integration.
Original Publisher Attribution
This summary was curated from Economic Times.