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Can IT sector see market re-rating amid positive AI commentary by Infosys after TCS? Analysts say 'evidence of monetisation' needed
Primus In News
Can IT sector see market re-rating amid positive AI commentary by Infosys after TCS? Analysts say 'evidence of monetisation' needed
16-01-2026

Shravan Shetty, Managing Director, Primus Partners, highlighted that markets will rerate AI stocks only after consistent quarterly performance, backed by tangible deals, acquisitions, and earnings guidance pointing to sustained growth in the AI space.

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