Why Experts Remain Cautious On IT Stocks — Should You Invest Now?

Domestic IT stocks continue to face headwinds, with no clear signs of turnaround. Jyotivardhan Jaipuria, Founder & MD of Valentis Advisors explains why he remains cautious on the sector despite attractive valuations. The bigger concern, he says, is not the short-term weakness but the long-term challenges: slowing growth, stagnant revenues, and pressure from AI adoption that could reshape traditional IT business models. While cash flows remain strong, the sector’s growth story looks less exciting for the next 3–5 years. For investors, this means IT may no longer deliver the momentum it once did. Listen in