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IT stocks could hit new all-time highs in 6–12 months, says Sandip Agarwal

Sandip Agarwal of Sowilo Investment Managers favours IT services stocks over ER&D companies, citing better valuations, stronger risk-reward opportunities and growth prospects driven by enterprise AI adoption.

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Oct 16, 2026 - 09:00
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IT stocks could hit new all-time highs in 6–12 months, says Sandip Agarwal
Sandip Agarwal of Sowilo Investment Managers favours IT services stocks over ER&D companies, citing better valuations, stronger risk-reward opportunities and growth prospects driven by enterprise AI adoption.
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