Gautam Trivedi on valuations, sectoral bets and India’s growth themes

Gautam Trivedi of Nepean Capital discusses the recent market correction, attributing it to necessary adjustments and highlighting value in power, real estate, and travel sectors. He expresses caution regarding the IT sector’s future due to AI’s potential impact and anticipates significant power demand growth. Gautam Trivedi of Nepean Capital discusses the recent market correction, attributing it to necessary adjustments and highlighting value in power, real estate, and travel sectors. He expresses caution regarding the IT sector’s future due to AI’s potential impact and anticipates significant power demand growth.  Economic Times