IT selloff: AI-led volatility presents a few buying opportunities, says Bay Capital CIO
February 20th, 2026
In interaction with Business Today, Keyur Majumdar, Managing Partner and CIO at Bay Capital India, shares his perspective on shifting global capital flows, India’s underperformance and AI-disruption.
In exclusive interaction with Business Today, Keyur Majumdar, Managing Partner and CIO at Bay Capital India, shares his perspective on shifting global capital flows, India’s relative underperformance during the US-led AI rally, and the evolving outlook for Indian IT stocks. He discussed whether AI disruption fears are overdone, how traditional outsourcing models must adapt, and why earnings resilience and valuations—not narratives—will ultimately determine which businesses emerge as long-term compounders.
Excerpts from the interview have been covered here on the Business Today website :-
Posted by Keyur Majmudar, Managing Partner
