Tech sector rally: Tactical moves or fundamental shift? Insights from Sandip Agarwal

October 7, 2025

Market expert Sandip Agarwal expressed caution on the Indian IT sector, citing low single-digit growth and high valuations for large caps. He believes current rallies are tactical, not fundamental, and sees potential bottoming out when multiples contract. Agarwal favors platform companies and is highly bullish on India’s consumer tech “Mag-7” for long-term growth.

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