“Sunil Subramaniam sees a case for fresh entry into the technology sector, particularly large-cap Indian IT firms, recommending staggered buying. He believes the sector's prolonged underperformance due to AI concerns is already priced in, and sentiment is expected to improve in the coming quarters driven by strengthening AI investments, attractive dividend yields, and greater strategic clarity.”

Sunil Subramaniam’s track record: 14 graded calls · 95% CI 12–55%