Positive impactSector
IT index could rise another 50% over next two years: Sowilo's Sandip Agarwal
CNBC-TV18 57 min ago·1 Sept 2026, 7:11 am
Sowilo Investment Managers has significantly increased its portfolio exposure to the information technology sector, now holding over 20% of its assets in IT stocks. This strategic shift reflects a strong belief in the sector's long-term growth potential, driven by digital transformation and global demand.
For investors, this signals that the IT index could see substantial upside over the next two years. The manager specifically highlighted ITC Infotech as a key beneficiary, suggesting it is well-positioned to capture value from recent strategic deals like the acquisition of Happiest Minds.
Investors should monitor the broader IT sector performance and ITC Infotech's specific progress. While the outlook is optimistic, it is important to remember that market conditions can change, and stock prices are influenced by various factors beyond just sector sentiment.
Affected stocks
Bullish1 stock
Bull / bear label is derived from the article's AI sentiment — indicative, not advice. Prices may be delayed.
Key takeaways
- Concerns ITC (ITC).
- Category: Sector.
- AI reads the tone as positive (potentially bullish) for the stock.
- Assessed as a significant, market-relevant update.
Why it matters
A meaningful update for ITC worth tracking. The tone is positive — historically associated with upward pressure, though not predictive. Use the price and stock snapshot to gauge how the market is responding.
