“Sudip Bandyopadhyay is bearish on large-cap Indian IT companies like TCS and Infosys, warning of further corrections over the coming months due to their failure to lead the AI revolution. This will lead to significant margin pressure, the evaporation of cost arbitrage, and painful restructuring, making current valuations appear bloated. Conversely, he is bullish on specialized midcap and smallcap IT firms that adopted AI early, as they are thriving by targeting booming sectors.”

Sudip Bandyopadhyay’s track record: 8 graded calls · 95% CI 14–69%