Bhavin Shah, Founder, CIO & CEO of Sameeksha Capital flags slowing growth and structural AI disruption in IT, remains selective on names like Mastek and sees limited aggressive opportunities across the sector.
Bhavin Shah, Founder, CIO & CEO of Sameeksha Capital flags slowing growth and structural AI disruption in IT, remains selective on names like Mastek and sees limited aggressive opportunities across the sector.