IT Stocks Are a Tactical Buy; 20-30% Upside Possible, Says Sowilo’s Sandip Agarwal

IT stocks could be gearing up for a strong rebound. Sandip Agarwal, Fund Manager at Sowilo Investment Managers, says the sector looks attractive at current valuations and sees 20-30% upside potential in the IT index. While AI-led disruption remains an ongoing challenge, he believes largecap IT names are well-placed to benefit from improving demand trends and reasonable valuations.

Catch Sandip Agarwal’s key insights at 9:35 AM as he explains why IT may emerge as a tactical buying opportunity for investors.

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