Infosys Buyback: What It Signals For IT Stocks | Retail Investor Outlook

Infosys’ latest buyback has sent a strong signal to the market about its confidence and valuation. In this discussion, Gaurang shah shares his outlook on the IT sector and what retail investors should keep in mind. He explains why his stance on largecap, midcap and smallcap IT stocks remains positive despite near-term challenges. From Infosys, TCS and Tech Mahindra to midcap names like Coforge, LTI Mindtree, LTTS, Cyient and KPIT Tech, he outlines where opportunities lie. With US economic cues, interest rate cuts and the rising influence of AI shaping the sector, this conversation helps investors understand whether to stay invested in blue-chip IT or explore other plays within the tech pack.