Exclusive | Can cheap valuations shield IT stocks from AI disruption? S Naren explains – The Economic Times(Soban News)

1. Exclusive | Can cheap valuations shield IT stocks from AI disruption? S Naren explains  The Economic Times
2. Nifty IT down 30%: Opportunity or dead end for investors?  Deccan Herald
3. How to make sense of the IT sector meltdown  The New Indian Express
4. Indian IT stocks may need valuation reset as growth slows, says Envision’s Nilesh Shah  CNBC TV18
5. “For large caps like TCS, pivoting to AI presents scale challenges,” says Founder of Envision Capital. Adds, mid-sized firms may be better placed, but the bigger opportunity could lie with emerging players in the $300–500M revenue range Reema Tendulkar |  LinkedIn

​Exclusive | Can cheap valuations shield IT stocks from AI disruption? S Naren explains  The Economic TimesNifty IT down 30%: Opportunity or dead end for investors?  Deccan HeraldHow to make sense of the IT sector meltdown  The New Indian ExpressIndian IT stocks may need valuation reset as growth slows, says Envision’s Nilesh Shah  CNBC TV18″For large caps like TCS, pivoting to AI presents scale challenges,” says Founder of Envision Capital. Adds, mid-sized firms may be better placed, but the bigger opportunity could lie with emerging players in the $300–500M revenue range Reema Tendulkar |  LinkedIn by Soban News (international And National News)