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IT sector entering a new growth phase, says Sandip Agarwal; sees strong earnings upside aheadIndia's IT sector is poised for an earnings recovery, shifting from hardware-centric AI investments to software and services. Market expert...- IT sector faces short-term disappointment, but long-term outlook remains stable: Sandip AgarwalIndia's IT sector faces short-term margin concerns and conservative growth guidance following recent earnings. However, market experts sugg...
- IT stocks could return 20-30% from here, but don't expect a structural bull run: Sandip AgarwalIndian IT sector outlook is positive. Fund manager Sandip Agarwal believes the worst is over. A 20-30% index return is possible soon. Clien...
- TCS deal wins signal stability despite AI concerns: Sandip AgarwalTCS's robust $12 billion Total Contract Value signals stability amidst AI disruption fears, indicating intact client spending. Analysts pro...
- 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...
- Private banks, tech and capex stocks look promising after market dip: Sandip AgarwalMarket volatility has created buying opportunities. Valuations are now more attractive, supported by central bank liquidity. Long-term inve...
- 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...
- Rupee at 90+: Why IT becomes a safe haven and where the real risks still hideSowilo Investment Managers’ Sandip Agarwal says the recent IT stock rally driven by rupee depreciation is more of a temporary tailwind than...
- 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. ...
- India’s next big market play: Platforms and capex to outshine FMCG: Sandip AgarwalSandip Agarwal of Sowilo Investment Managers suggests a shift from FMCG to platform-based and capex-driven sectors due to India's slowing p...
- Reliance’s big AI bet a positive move, will help Indian IT companies: Sandip AgarwalReliance Industries’ push into artificial intelligence (AI) through its new arm, Reliance Intelligence, could be a game changer for India, ...
- SBI’s fund deployment key to future growth: Sandip AgarwalSandip Agarwal notes the Indian investor's increasing maturity, moving beyond panic selling to strategic buying after initial market dips. ...
- IT sector struggles to justify premium valuations amid growth fatigue: Sandip AgarwalSandip Agarwal from Sowilo Investment Managers believes large-cap IT firms are unlikely to exceed 6-7% revenue growth in the long term. He ...
- 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...
- Tariff uncertainty and rising localization costs could further squeeze IT margins: Sandip AgarwalSo, if it is a mild, soft landing kind of recession, then the revenues will be secured, you may degrow at most 2-3% and you can grow at mos...
- Q3 as per expectation, no big negative surprise; investing in pvt banks: Sandip AgarwalSandip Agarwal, Co-Founder of Sowilo Investment Managers, highlights their strong investment in private banks due to optimistic GDP forecas...
- EPS upgrade possible but revenue growth in IT will not see a massive surprise: Sandip AgarwalSandip Agarwal, Fund Manager at Sowilo Investment Managers, suggests not expecting more than 15-20% CAGR returns from the IT sector annuall...
- What to expect from Infosys and HCL Tech Q2 earnings? Sandip Agarwal answersI think these stocks have undergone time correction and some price earning multiple correction, so they are now in sweet spot. I do not exp...
- Value-biased and quality consciousness, 4 themes to play now: Sandip AgarwalAreas such as domestic consumption, building materials, home consumption, and manufacturing show potential for growth. However, caution sho...
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