Why Experts Predict IT Stocks Will Outperform? Tata Tech, TechM, KPIT Tech, Birlasoft, & Wipro

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Will IT stocks dominate in the near future, especially with the possibility of Donald Trump returning as the US President? How will his policies on tariffs and onshore-offshore operations impact Indian IT companies? In this detailed discussion, Dharmesh Kant, Head of Equity Research at Chola Securities, and CA Rudra Murthy, Research Head at Vachana Investments, share their views on the sector and the choice between large-cap and mid-cap IT stocks. Dharmesh Kant highlights the potential in midcap IT players like KPIT Technologies, Tata Technologies, and Birlasoft, especially those focused on automobile and EV innovations. Large Caps Under Scrutiny: He suggests avoiding large-cap IT stocks like Infosys and TCS due to high valuations and limited upside. CA Rudra Murthy strongly favours Wipro and Tech Mahindra, predicting significant growth and setting targets of ₹800 for Wipro and ₹2,000 for Tech Mahindra. the experts also delve into the role of generative AI and evolving global dynamics in shaping the future of IT investments. Whether you’re an investor looking for midcap opportunities or someone evaluating large-cap stability, this analysis is a must-watch!