Vinit Bolinjkar, Head of Equity Research at Ventura Securities, has issued a strong sell call on IT stocks and flagged a broader market slowdown driven by the Hormuz Strait crisis, persistent FII outflows, and the global AI infrastructure shift.
Indian equity markets are facing a confluence of headwinds that could keep pressure on indices in the near term, according to Vinit Bolinjkar, Head of Equity Research at Ventura Securities. Speaking to ET Now, Bolinjkar outlined three key risks — an ongoing oil supply disruption, a structural shift in the technology sector driven by artificial intelligence, and continued selling by foreign institutional investors — that are reshaping India's investment landscape.
