“Narendra Solanki advises a 'wait and watch' approach for the IT sector, recommending investors hold existing positions but avoid adding new ones or buying on dips. This cautious stance is due to the fundamental shift in pricing models driven by AI, leading to a lack of near-term visibility (2-3 quarters) and valuations stuck in an uncomfortable middle ground, making the sector unattractive for both short sellers and bargain hunters.”

Narendra Solanki’s track record: 9 graded calls · 95% CI 6–55%