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Where not to invest in today’s market? Rana Gupta answers
Rana Gupta, MD, at Manulife Investment Management, discusses Indian IT stocks trading at around a 3% yield, considered reasonably priced. Indian IT firms are embedding AI, boosting future growth despite short-term revenue impacts. The industrial sector's high growth may not sustain. Overall, Indian markets are slightly expensive but supported by positive macroeconomic factors.