Sameeksha Capital CIO cautious on IT as valuation reset likely; holds Mastek
The Indian IT sector is entering a tougher phase, with slowing growth and structural disruption from artificial intelligence (AI) likely to keep returns muted. Bhavin Shah, Founder, CIO & CEO of Sameeksha Capital, believes investors should stay cautious as expectations reset lower. “It is certainly disappointing, although not unexpected. Outlook for the sector, if you…
