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The Economic Times
The Economic Times
Business
Nandini Sanyal

'Wait out IT, buy pharma and defence'; Ajay Bagga's 3-sector playbook for 2026

India Drone United States

As Indian markets search for direction, veteran market expert Ajay Bagga has laid out a clear-eyed sector strategy: stay patient on IT until real AI revenue materialises, stay invested in pharma for its multi-factor strengths, and think in decades, not quarters, on defence.

IT: Bottom fishing, not a fundamental shift

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