What’s ailing IT? Is it sector or Infosys specific? Vetri Subramaniam answers
“Infosys has a habit of surprising investors sharply with their earnings reports. While there is always some controversy in the market, investors should focus on valuations and not blink green with regards to IT investment. Despite the recent drop in valuations, the IT sector has a strong revenue tailwind due to their business model and client spending habits, creating ample buying opportunities.”
