“Aditya Shah is positive on the IT sector for the long term, believing negative sentiment is overdone and creating attractive opportunities. He notes largecap IT companies trading at 10-15 times earnings are compelling even with modest growth, supported by 2-3% dividend yields. Shah expects companies to adapt to AI as a growth lever, despite potential near-term slowdowns.”

Aditya Shah’s track record: 7 graded calls · 95% CI 8–64%