Rajeev Thakkar and Sankaran Naren see value in IT despite AI disruption concerns
Concerns around artificial intelligence disrupting traditional technology services have kept investors cautious on Indian IT stocks over the past year. ...
Sunday, May 10, 2026
Tag: Rajeev
Rajeev Agrawal prefers domestic cyclicals as global markets stay concentrated in AI trade
ET Now spoke with market expert Rajeev Agrawal from DoorDarshi India Fund on the evolving global macro landscape, where artificial ...
Politics may trump macros in 2026 US rate cycle: Rajeev Agrawal
The latest US macroeconomic data has reopened questions around the true state of the economy. Inflation and jobless claims have ...
Staying calm amid market noise: Rajeev Thakkar’s perspective on investing in transitioning sectors
In an exclusive conversation with ET Now, Rajeev Thakkar, CIO, PPFAS, shared his insights on navigating the choppy waters of ...
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