IT stocks see tactical rotation as banking fatigue triggers sector shift: Dhananjay Sinha

May 19, 2026

The Indian IT sector’s recent interest is seen as tactical, not structural, as banking stocks show fatigue. Rising crude oil prices are driving inflation, potentially pushing WPI higher and forcing the RBI to consider rate hikes amid currency pressure. This suggests a shift towards a stagflationary environment of slower growth and higher inflation.

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