“Bullish on Indian IT stocks, as the recent rebound reflects easing concerns over immediate AI-led disruption. AI is creating opportunities across consulting, cloud, data, and managed services, rather than simply replacing traditional IT. Indian IT companies are well-placed to benefit from this demand, with the transition to sustainable growth and earnings recovery being key for the sector's outlook.”

Ajit Mishra’s track record: 7 graded calls · 95% CI 8–64%