“Sandip Sabharwal holds a neutral view on the overall IT sector, expecting returns of 10-15% rather than 20-30%. He believes largecap IT stocks are better positioned and look more reasonably valued than midcaps. A positive signal is the recent pickup in order signings, which, along with currency benefits, should help sustain margins.”

Sandip Sabharwal’s track record: 8 graded calls · 95% CI 22–78%