IT Stocks May Bounce Back, But Are Better Opportunities Waiting Elsewhere?

IT stocks have witnessed a sharp correction, raising the big question—is this the right time to invest? Devang Mehta, Deputy MD & CIO – Equity, Spark Capital Private Wealth, believes value is emerging in the IT sector, but investors should temper their return expectations. While leading IT companies may deliver steady long-term returns, he says sectors linked to capital expenditure and discretionary consumption could generate better alpha over the next few years. Watch the full discussion to understand whether IT deserves a place in your portfolio or if better opportunities lie elsewhere.