GENERAL30 Sept 2026
Neuberger Berman's sees private banks as India's next opportunity; says AI capex cycle remains intact - CNBC TV18
A fund manager at Neuberger Berman expects the global artificial intelligence (AI) investment cycle to continue through 2027 and 2028, supporting technology spending worldwide. He sees a risk from rising bond yields. Still, he says Indian private sector banks have turned attractive after underperforming, and they could offer opportunities over the next 6 to 12 months. Worth noting if you hold banking or technology stocks.
Key Statutory Highlights
- Neuberger Berman's Conrad Saldanha expects the AI investment cycle to continue through 2027 and 2028.
- He sees risks for markets from rising bond yields.
- He believes Indian private sector banks have become attractive after underperforming and could offer opportunities over the next 6 to 12 months.
Actionable Advice for Taxpayers / Founders:Treat this as one fund manager's view, not a guarantee. If you invest, check it against your own goals and risk appetite before acting on banking or technology stocks.
Statutory Disclaimer: TaxQue Shorts are AI-assisted editorial briefs for compliance awareness. This brief has not passed every source check; confirm the original notification before acting. This does not constitute formal legal or CA counsel.
TaxQue News Desk
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