AI fears overdone; IT de-rating on slower growth, PSU banks, exports attractive: Mukul Kochhar

February 16, 2026
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Mukul Kochhar, Head–Equities at Investec Capital Services sees opportunities in PSU banks and export-linked sectors including textiles, auto components, electronics and gems and jewellery.

AI fears overdone; IT de-rating on slower growth, PSU banks, exports attractive: Mukul Kochhar

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