IT Stocks Are A Big Opportunity? Harish Krishnan's Bold Call After TCS Results

Is the Indian IT sector becoming a hidden opportunity again? After TCS reported its latest earnings, Harish Krishnan, CIO – Equity, Aditya Birla Sun Life AMC, shares why he believes low expectations often create the best long-term investment opportunities. Drawing parallels with 2007 and 2017, he explains how IT stocks have historically delivered strong returns when market sentiment was weak. Harish also discusses the real impact of AI, why enterprise technology spending could revive over the next few years, and how agile IT firms may benefit from the next phase of digital transformation. If you're wondering whether TCS, Infosys and the broader IT sector deserve a place in your portfolio, this insightful discussion is a must-watch.