VERIFIEDET Markets·4 Oct 2026neutral

Valuations of IT stocks already capture most of AI disruption risk: Chintan Haria

AI Summary

·The Nifty IT index's 25% fall in 2026 may have already priced in much of the threat from AI.
·Chintan Haria of ICICI Prudential AMC sees selective opportunities in the IT sector.
·Opportunities exist in companies positioned to benefit from data engineering, cloud migration, legacy modernisation, and AI integration.