Neutral impactSector
Expert view: Favour value over growth; IT not an outright contra bet, says Chockalingam Narayanan of ICICI Pru AMC
Mint 1 hr ago·1 Sept 2026, 10:08 am
ICICI Prudential AMC's Chockalingam Narayanan advises investors to prioritize value stocks over growth-focused ones. He suggests that while the IT sector is not a clear 'contra' bet, resilient companies with strong fundamentals can still offer stability and growth potential even during market volatility.
This perspective is particularly relevant for investors navigating uncertain market conditions. By focusing on companies with solid business models and reasonable valuations, investors may be better positioned to weather fluctuations and capture long-term gains.
Investors should monitor the broader economic indicators and sector-specific trends. Keeping an eye on corporate earnings and interest rate movements will help in assessing the true value of potential investments.
Excerpt from Mint
Expert view: Chockalingam Narayanan from ICICI Prudential emphasises a strategic approach favouring value investments. He highlights the importance of selecting resilient companies poised for growth despite market volatility. Expert view: Chockalingam Narayanan, Head Equities - PMS and AIF at ICICI Prudential AMC,…Read the original at Mint
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