Dharmesh Kant, Head Research at Chola Securities says AI tie-ups could support Indian IT stocks, but the real impact will show in Q3 and Q4 earnings. ER&D could see more action next year. What will drive the next IT rally? Disclosure: Reliance Industries Ltd, which owns Jio, is the sole beneficiary of Independent Media Trust that controls Network18, the parent company of CNBCTV18.com. Disclaimer: The views and tips expressed by investment experts on CNBCTV18.com are their own, not of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.
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IT stocks may benefit from AI tie-ups, but earnings proof is still awaited: Dharmesh Kant
