“Dipan Mehta advises caution on the IT sector, particularly large-cap IT stocks, due to ongoing confusion around AI disruption, negative base effects, and pricing pressures, making them vulnerable. However, he is selectively optimistic on mid-cap IT companies like Persistent Systems and Tata Elxsi, believing they are better positioned to manage AI disruption.”

Dipan Mehta’s track record: 12 graded calls · 95% CI 25–75%