Economic TimesLean R·
Indian IT is a trade, not an investment, and the market just got the memo: Sandip Sabharwal
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.
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