ETMarkets Smart Talk | IT sector set for 2H25 comeback backed by low base, global tailwinds: Ambit Capital

Ambit Capital suggests India’s IT sector is poised for a revival in late 2025, driven by seasonality and global tech demand. The market favors large-caps and stock pickers due to muted returns and rising concentration. Experts recommend defensive sectors like FMCG, Pharma, and IT, emphasizing quality and low volatility stocks amid slowing earnings growth and a cyclical slowdown.

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