IT services
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement May 28, 2026 by Nikhil Kamath · across every show →
Everything said about IT services, oldest first
May 28, 2026 bullish
Kamath: Biggest upcoming portfolio allocation will be Indian IT and banking
“Strangely enough, my biggest allocation soon will be IT services and banking because of the moats these industries sit on. It's the most counterintuitive thing to invest in, in an AI first world, but for somehow for India, I feel like it makes sense. And I can…”