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SANDIP AGARWAL INSIGHTS
IT rebound, banking bets & global themes: Sandip Agarwal maps the market playbookMarket expert Sandip Agarwal sees a structural turn in IT stocks driven by a weakening rupee and cooled valuations, expecting significant E...- Infosys’ AI push reassures on business strength, but valuation worries linger, says Sandip AgarwalIndian IT firms' robust business models, honed over decades, are well-equipped to navigate AI disruption, according to analyst Sandip Agarw...
- Fed cuts bring clarity but AI disruption to reshape IT growth; valuations a challenge for FY26–27: Sandip AgarwalSowilo Investment Managers’ Sandip Agarwal says the Fed’s rate cut removes uncertainty for IT budgets, but AI-driven effort reductions will...
- Tech sector rally: Tactical moves or fundamental shift? Insights from Sandip AgarwalMarket expert Sandip Agarwal expressed caution on the Indian IT sector, citing low single-digit growth and high valuations for large caps. ...
- Sandip Agarwal sees limited upside for Indian IT sector amid uncertain outlookSowilo Investment Managers' Sandip Agarwal suggests caution for Indian IT. Accenture's CY25 outlook is uncertain. This casts doubt on India...
- Expecting a flush of money in India; 6 sectors to invest in over next 4-5 years: Sandip AgarwalFund Manager Sandip Agarwal anticipates significant financial growth in India, driven by positive economic indicators and a surge in privat...
- TCS, Infosys, Wipro and HCL Technologies expected to report decline in revenue growthFor all IT firms, tailwinds such as fresher hiring and absence of US visa costs will be partly offset by wage hikes and investments.
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