Indian IT services firms face headwinds as global enterprises prioritize hardware over software. Despite negative sentiment, stable fundamentals and improving earnings offer a compelling buying opportunity. Christy Mathai, Fund Manager-Equities at Quantum AMC, says investors can find value in IT services, consumer durables, and selective auto segments, while capital goods and energy present mixed outlooks.
Originally published by The Economic Times https://economictimes.indiatimes.com/markets