Sandip Agarwal from Sowilo Investment Managers believes large-cap IT firms are unlikely to exceed 6-7% revenue growth in the long term. He finds their current valuations, with PE multiples above 20, unattractive. Sowilo Investment Managers sold their large-cap IT holdings after a 40-50% gain, citing high multiples and limited growth potential, focusing instead on deep value investments.
Dharmesh Shah sees strong support at 25,500–25,700; expects Nifty to rebound towards 26,100 soon
Indian markets saw pressure with Nifty dipping below key support. Analysts believe this is a healthy correction within a bull trend. Nifty is expected to
December 9, 2025