Beyond the crowd: finding opportunity in an uneven market
· livemint.com
Contrarian investing looks beyond market pessimism to identify sectors and stocks where prices may have fallen more than fundamentals. With IT, FMCG, autos and other Indian sectors trading below historical valuations, investors must distinguish temporary setbacks from structural risks.
Take IT services. The concern around artificial intelligence (AI) could be real. AI could change traditional delivery models, reduce the need for certain kinds ...