IT sector a contrarian opportunity at current valuations: Aditya Shah

May 22, 2026

Aditya Shah of Hercules Advisors identifies power, banking, chemicals, and real estate as promising sectors for long-term growth amidst global uncertainty. While cautious on EMS due to valuations, he sees potential in quick commerce players demonstrating disciplined execution and profitability, favoring Blinkit currently.

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