Gautam Shah: 15-20% Returns From Large-Cap IT, Metals To Shine Next Year

Gautam Shah, Founder of Goldilocks Premium Research, shared his insights on the IT and metals sectors. Shah emphasized a shift from midcap IT stocks, which have performed exceptionally well over the past few years, to large-cap IT firms. He noted that midcap IT stocks are now richly valued, making them riskier to hold at current levels. Shah suggested switching to large-cap IT, where companies like Tech Mahindra, Infosys, and TCS are showing strength. He expects the large-cap IT space to outperform in the coming year, potentially delivering 15-20% returns compared to the Nifty’s expected 10-12% gains.When discussing metals, Shah was extremely bullish, calling it the "opportunity of the next one year." He believes the sector offers strong potential and sees significant upside in metals stocks across the board. Shah’s optimistic outlook on both sectors highlights large-cap IT as a safe bet and metals as a standout performer for the upcoming year.