Industry Newsenterprise aiit serviceshdfc securitieselectronics manufacturing
Institutional Strategist Defends Indian IT Amid AI
|
7.2
Unmesh Sharma, head of institutional equities at HDFC Securities, says recent agentic AI advancements prompted a selloff in Indian IT stocks but the reaction is disproportionate. Speaking recently after Anthropic announcements and market volatility, Sharma argues Indian firms will capture implementation revenue as enterprises deploy AI, recommends using corrections to rebalance holdings, and warns volatility will remain elevated.
Scoring Rationale
Practical, sector-spanning strategist insight drives actionable investment guidance, but single-source commentary limits generalizability and empirical validation.
Practice interview problems based on real data
1,500+ SQL & Python problems across 15 industry datasets — the exact type of data you work with.
Try 250 free problems
