“Bullish on the Indian IT sector, expecting more acquisition-led growth over the next three to five years as companies seek to revive growth and expand capabilities. He believes AI adoption will support the sector's growth in the coming months, and dismisses concerns about US H-1B visa fee hikes, seeing only a limited 1-1.5% impact that can largely be passed to clients.”

Sandip Agarwal’s track record: 5 graded calls · 95% CI 12–77%