Pick the right stocks and stay invested: Vikas Khemani on navigating IT sector

Vikas Khemani, Founder of Carnelian Asset Advisors, acknowledges near-term challenges for India’s IT sector due to global uncertainties but remains optimistic about its long-term prospects. He highlights the sector's adaptability to technological transitions and points to key growth drivers such as constant disruption, market leadership, and the aging global population. He advises selective investing in promising companies.