November 20, 2025

Expert view: Selective value emerging in high-quality IT names, says JM Financial's senior fund manager

IntelME Verdict

Market Opportunity

TL;DR

JM Financial's senior fund manager highlights the emerging selective value in high-quality IT stocks, emphasizing a balanced investment approach amidst improving business outlooks and market volatility.

Analysis

The emergence of selective value in high-quality IT stocks indicates a potential market opportunity for investors to capitalize on the sector's recovery and growth prospects. Business leaders can leverage this insight to strategically position their investments in IT companies with strong fundamentals, potentially leading to long-term returns and competitive advantages.

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