Around three months back, there was a trade which was taking place on the street, “sell-software-services-stocks”. Today there are signs that it might be halting. What needs to be watched is whether along with this a reversal of the AI trade takes place or not in global markets. If that were to happen then there is a probability that we might see inflows coming back to emerging markets including India. Our selected stocks for today depict a strong upward trajectory in their overall average score which is based on five key pillars: Earnings, fundamentals, relative valuation, risk, and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame.
