VERIFIEDET Markets·19 Jun 2026neutral

Indian IT is a trade, not an investment, and the market just got the memo: Sandip Sabharwal

AI Summary

·Sandip Sabharwal views Indian IT companies as trading plays due to macro and AI threats, citing Accenture's slump as a signal.
·Sabharwal advises caution on Bata India's management change, prioritizing execution over announcements.
·High valuations in the EMS sector are dismissed, with autos identified as a potential opportunity.