Seshadri Sen advised tactical caution on Indian IT services due to AI disruption fears, while noting contained inflation risks and monitorable rural demand, favoring domestic consumption and industrials.

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India

Who

Seshadri Sen, market expert from Emkay Global Financial

What

Seshadri Sen advised tactical caution on Indian IT services due to AI disruption fears, while noting contained inflation risks and monitorable rural demand, favoring domestic consumption and industrials.

When

Fri, 19 Jun 2026 09:01:00 GMT · 2h 17m ago

Where

India ·

Why

To provide a nuanced view on the Indian IT sector's near-term pain versus long-term resilience, along with insights on macro conditions and portfolio strategy.

The Frontline Impact

How this affects you

The expert's outlook suggests continued pressure on Indian IT stocks for 3-6 months, despite attractive long-term valuations, while domestic consumption and industrials are favored for investment.

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