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.
Power, Hotels & Chemicals: Dipan Mehta maps out the market’s next big opportunities
Dipan Mehta advises selective investing, favoring power infrastructure, export manufacturing, and specialty chemicals. While acknowledging the hospitality sector’s strong run, he cautions about potential headwinds.
May 27, 2026