Industry
56d agoIndia IT Earnings Forecast At 14–16%
Earnings growth for India's IT sector will hold at 14–16%, according to Vikas Khemani of Carnelian Asset Management. He argues that current market pessimism creates a buying opportunity. AI will likely expand the sector's total addressable market rather than cannibalize existing services.
The Signal
Investors should view the correction as a long-term entry point.