▲ 158 r/IndianStockMarket
Parag Parikh Flexi Cap reduces cash holding to 15.5%, increases stakes in ITC, TCS and Infosys
Not that a retail investor like me would know better than Mr Rajeev Thakar. But I really don't understand the logic of buying IT stocks right now. IT looks really bleak at least in the near future considering its anti-AI play.
Kindly educate what can be the logic behind such a move now??
u/Electronic-Hurry2360 — 3 days ago