Market analyst Armesh Kant discusses investment strategies amid heightened volatility on Business Today’s morning show. On the IT sector crisis triggered by AI disruption, Kant states, ‘Bottoms up is the strategy that you need to follow at this point in time. Don’t go top down into the market.’ He highlights that IT company weightage in Nifty 50 dropped from 21% to 11%, with aggregate profits rising only from Rs 70,000 crore in FY19 to Rs 110,000 crore in FY25, indicating structural challenges. Kant recommends infrastructure plays including L&T, railway stocks, and Inox Renewables, while suggesting Edelweiss Financial Services at Rs 120-125 levels with a target of Rs 160-170. He projects nominal GDP growth exceeding 11%, potentially driving 12-14% earnings growth for FY27. On IT, he remains bullish only on Aurionpro Solutions, citing its product-based model and Rs 1,700 crore order book.
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