Traditional IT stocks can deliver up to 70% returns over three years despite AI fears: Sandip Agarwal

IN · 2026-07-03

1. Step 1 · The triggerFund manager's bullish call on Indian IT stocks (TCS, Infosys, HCLTech, KPIT Tech) gains media attention, influencing investor sentiment.
2. Step 2 · Knock-onPositive sentiment leads to increased buying of these stocks, lifting valuations and reducing perceived risk of AI disruption.
3. Step 3 · Reaches youHigher valuations and reduced disruption risk encourage Indian IT firms to maintain or increase investment in talent and infrastructure, stabilizing service delivery for global clients.

The trigger is reported by the source below. The steps that follow are Branch²’s traced reasoning — how the shock could reach a business like yours, not a prediction.

Source: CNBC TV18 (Markets)

This is automated analysis for information only. It is not investment advice, not a recommendation, and not a solicitation to buy or sell any security. Branch² is not authorised or regulated. Do your own research.