IT still a question mark; 6 sectors where Envision Capital's Nilesh Shah is actually putting money

Nilesh Shah, MD and CEO of Envision Capital, is buying through market volatility but steering clear of IT, questioning the validity of current business models amidst AI's disruptive potential. He highlights six sectors poised for growth, including digital platforms, D2C brands, and defence hardware, while seeing AI as a tailwind for India, Inc. as an adopter, not a builder.