Speaking at the Groww India Investor Festival 2026 in Mumbai, Naren described the current setup as a “contrarian valuation call”, while acknowledging that the industry still faces genuine disruption risks from AI. “Whether it is a value trap or not, it's not clear,” he said. Industry CIOs believe that parts of the IT sector are beginning to look attractive again, although concerns around artificial intelligence, slowing discretionary spending and muted growth guidance continue to weigh on the sector. Speaking at the Grow... [3026 chars]
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