Bullish On AI Adopters Like Manufacturing Cos Over Traditional IT Services: Bay Capital Investments

February 20th, 2026

MarketOutlook | Nikunj Doshi, Managing Partner and CIO – PMS, Bay Capital Investments Advisors tells @CNBCTV18News

Positive on earnings and capex recovery; very bullish on Indian markets for CY26
Focused on asset-light themes like digitalisation, consumerism and financialisation
Bullish on AI adopters like manufacturing companies over traditional IT services

Excerpts from the interview have been covered here on the CNBC TV18 website :-

Posted by Nikunj Doshi, Managing Partner