MUTHOOTFIN FUT 3780 TO 4004++
TARGET 1 DONE 🏆

📊 JPMorgan on IT Sector —
• 🤖 AI concerns may trigger short-term market correction
• 🛠️ IT firms still critical as the “plumbers” of tech infrastructure
• ⚡ New tools (like AI copilots) can boost productivity & speed
• 🔗 Expect more partnerships between AI companies & IT services
• 💼 AI seen as a cost-efficiency tool, like cloud & outsourcing before
• 📉 Limited upside: markets pricing in ~4% steady growth, no near-term surge
• ⚠️ Downside risk if growth drops to zero (low-probability scenario)
• 🌱 Optimism remains due to new AI-driven work streams + recovery cycle
• 💰 Valuations attractive: strong cash flows at historically low levels
• 🎯 Strategy: Barbell approach — focus on deep-value large caps
• 🇮🇳 Top picks: Infosys, TCS, Persistent, Sagility (overweight)

👉 Bottom line: Short-term caution ⚠️, long-term opportunity 🚀

#HeroOrZero

BUY UNITDSPR 1380PE ABOVE 10
SL 0
TGT 21-45-99+