“Piyush Pandey is bullish on the Indian IT sector, asserting that AI disruption fears are overblown and that AI will create more opportunities, improve productivity, and enable new projects. He believes current valuations are 'extremely comfortable' and many stocks are in an 'oversold zone' (below five-year averages), presenting a buying opportunity for long-term investors. He expects FY27 performance to be better than FY26 and recommends a balanced portfolio of largecap and midcap IT, specifically highlighting Infosys and Coforge as top picks.”