IT sector valuations turn attractive after AI sell-off: Emkay; Adds Infosys, HCL Tech; Exits Mphasis in portfolio reset
In its model portfolio, Emkay Global has added Indus Towers, SRF, Infosys, and HCL Technologies, while exiting Sun Pharmaceutical Industries, Gravita India and Mphasis. It has trimmed its positions in Maruti Suzuki India, Larsen & Toubro (L&T), and Craftsman Automation.
In its model portfolio, Emkay Global has added Indus Towers, SRF, Infosys, and HCL Technologies, while exiting Sun Pharmaceutical Industries, Gravita India and Mphasis. It has trimmed its positions in Maruti Suzuki India, Larsen & Toubro (L&T), and Craftsman Automation.
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