I.T. Stocks Rally: TCS, Infosys & HCL Tech Can Rise Further? Expert Reveals Outlook

Indian I.T. stocks are rallying despite global concerns around a slowdown in AI spending. Avinash Gorakshakar, Founder, Avinash Mentor Research, explains why service providers like TCS, Infosys and HCL Technologies could benefit from stronger growth momentum. The discussion explores expectations for better second- and third-quarter performance, rupee depreciation, US order pipelines and valuations after recent corrections. With most negatives already priced in, these cash-rich I.T. companies could offer defensive portfolio opportunities for investors with a 12–15 month timeframe. Avinash also highlights the key triggers that could shape the next phase of the I.T. sector rally and investor returns.