Indian IT a trade, not investment: Sandip Sabharwal
Synopsis Accenture's slump signals headwinds for Indian IT, with Sandip Sabharwal viewing them as trading plays rather than long-term investments due to macro and AI
Synopsis Accenture's slump signals headwinds for Indian IT, with Sandip Sabharwal viewing them as trading plays rather than long-term investments due to macro and AI threats. While Bata India sees a management change, Sabharwal urges caution, emphasizing execution over announcements. He also dismisses high valuations in the EMS sector, pointing to autos as a potential opportunity.
The BriefWire