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Indian IT Sector Leads 2026 Recovery Wave
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5.0
Sunil Subramaniam, founder and CEO of Sense and Simplicity, says India's IT sector could rebound in 2026, noting the Nifty IT Index's recent three-month double-digit gains versus year-long double-digit losses and a nearly 7% rupee depreciation that should boost rupee revenues. He also highlights real estate, GLP-1 pharma and private-sector-led capex as contrarian investment opportunities driven by AI investment, GST/rate cuts and REIT flows.
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