Is AI Overhyped? Nilesh Shah Decodes IT Stocks & Gold Rally | Watch Now | Business News | ET Now
Автор: ET Now
Загружено: 2026-02-17
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Is AI Overhyped? Nilesh Shah Decodes IT Stocks & Gold Rally | Watch Now | Business News | ET Now
Is AI Overhyped? Nilesh Shah Decodes IT Stocks & Gold Rally | Watch Now | Business News | ET Now
Is AI truly disrupting Indian IT or is the market overreacting? In this insightful conversation, Nilesh Shah shares his balanced outlook on the IT sector, market valuations, earnings growth, and asset allocation. With markets trading near 20x forward earnings, he explains why returns may moderate, where valuation comfort exists, and why he remains overweight on gold and silver while neutral on equities.
#etnow #ai #itsector #valuations #marketanalysis #stockmarket #gold #goldprice #businessnews #budget2026withetnow
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