IT stocks could return 20-30% from here, but don't expect a structural bull run: Sandip Agarwal
Indian IT sector outlook is positive. Fund manager Sandip Agarwal believes the worst is over. A 20-30% index return is possible soon. Clients are returning to normal decision-making after AI clarity. Companies can achieve 6-7% dollar revenue growth. Investors should avoid ER&D exposure. FY27 is expected to be better than FY26.
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