Kumar Rakesh bets on select IT names amid AI-led volatility
Published on: Feb. 13, 2026, 11:42 a.m. | Source: The Economic Times
AI's impact on India's IT sector is unfolding in two phases: near-term automation causing deflationary pressure, followed by longer-term business transformation creating inflationary opportunities. Analyst Kumar Rakesh suggests markets may be overreacting to the front-loaded disruption, with a potential neutral long-term outcome.
