November 20, 2025

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

IntelME Verdict

Market Insight

TL;DR

JM Financial's senior fund manager highlights emerging selective value in high-quality IT stocks, emphasizing balanced investments in quality and domestic sectors amidst market volatility.

Analysis

Finance professionals should note the emerging selective value in high-quality IT stocks, signaling a potential shift in the sector's performance. This insight suggests opportunities for balanced investments in quality and domestic sectors amidst market volatility, impacting portfolio strategies and investment decisions in the IT industry.

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