Ajay Bagga offers a clear strategy for Indian markets. He advises waiting for real AI revenue in IT. Pharma remains a strong investment due to multiple advantages. Defence is a long-term play with significant growth potential. Bagga highlights shipbuilders and drone makers in defence. Investors should focus on AI revenue in IT and selective opportunities in pharma and defence.
Originally published by The Economic Times https://economictimes.indiatimes.com/markets