Market Experts Highlight Selective Opportunities Amid Sector Rotations and AI Concerns

Indian equity markets show mixed sectoral outlooks amid evolving macroeconomic and technological trends. Ajay Tyagi of UTI AMC remains bullish on IT services and private banks, citing historical resilience and superior returns, while Neeraj Dewan sees short-term trading opportunities in IT but cautions on long-term AI disruption. Market experts highlight selective opportunities in financials, telecom, metals, and solar, with concerns over stretched valuations in small caps and consumption sectors. Overall, cautious optimism prevails amid global uncertainties and sector rotations.