“Rahul Shah is bearish on Indian IT companies, including large-caps like TCS, Infosys, and HCL Tech, advising investors to avoid the sector entirely at this juncture. He cites significant disruption to the traditional time-and-materials business model from AI, leading to margin compression, anemic growth, and persistent valuation concerns. Investors should swap to other sectors rather than trying to catch falling knives in IT.”
Rahul Shah’s track record: 7 graded calls · 95% CI 25–84%
InfosysBearishCalled 06 Feb 2026Graded 23 Aug 2026
Infosys price decreased from ₹1497.20 to ₹1315.00, a decline of 12.17% in 30 days.
Pre-fills a same-day INTRADAY short — delivery short-selling isn't allowed, so this is the only way to paper-trade a bearish call.