“Daljeet Kohli remains cautious on the IT sector, believing it's premature to deploy fresh capital despite significant valuation corrections. He highlights uncertainty around AI-led disruption and global demand, particularly from the US, and prefers to wait for tangible evidence in quarterly numbers regarding AI's impact on efficiency versus billing revenues before reconsidering exposure.”

Daljeet Kohli’s track record: 3 graded calls · 95% CI 6–79%