“Advani is bearish on the IT sector, citing three headwinds: the H-1B visa squeeze, the challenge of repositioning for AI, and the potential for significant job losses. He warns that net hiring across major Indian IT companies may have been close to zero last year, which could have a knock-on effect on the broader economy.”

Pashupati Advani’s track record: 4 graded calls · 95% CI 30–95%