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Renaissance Investment CIO sees value in IT, autos and financials
Pankaj Murarka, CEO & CIO of Renaissance Investment Managers, says the global AI investment boom could benefit Indian IT services as enterprise adoption rises. He believes fear-driven selling in IT stocks is fading and sees value emerging in the sector. Murarka is also positive on autos, EV-linked themes, energy and financials over the medium term, while cautioning that some AI and power infrastructure stocks are difficult to justify on traditional valuations.
Renaissance Global consolidated net profit rises 28.98% in the March 2026 quarter
Sales rise 50.35% to Rs 773.41 crore
India’s desi gaming startups tap culture and storytelling to break China’s grip on toy and board game market
In the vibrant world of play, Indian board games and toys are experiencing a renaissance. Consumers are leaning towards locally inspired options, moving away from homogenized global toys. A new wave of entrepreneurs is tapping into India's rich tapestry of history and mythology to create engaging, culturally resonant products.