Closing Bell 2025| Expert Verdict on IT Sector| ft. Meenakshi Dawar & Meeta Shetty

The IT sector in 2025 has been a puzzle for many investors. Is the underperformance a sign of a structural shift, or a massive buying opportunity for 2026? In this special year-end wrap-up, we are joined by two of India’s leading fund managers: Meenakshi Dawar (Nippon Life India AMC): With over 17 years in equity research and fund management, Meenakshi breaks down the macro trends and valuation gaps. Meeta Shetty (Tata Asset Management): As the manager of the Tata Digital India Fund, Meeta provides a boots-on-the-ground perspective on tech spending and the Gen AI transition. What you’ll learn: The real reason IT lagged in 2025. 2026 Forecast and Mid-cap vs. Tier-1 Content: 00:00 – Introduction - Is the IT Sector Narrative Wrong? 01:05 – 2025 Retrospective: Why IT Underperformed 02:30 – Evaluation Framework: Key Metrics for IT Investors 04:35 – The "Revenue per Employee" Rule 07:30 – Legacy vs. New Tech: Where the Money is Moving 10:00 – Segment Performance: Large-caps vs. Mid-caps 12:10 – The GenAI Transition: Stepping Stones & Hallucinations 18:40 – 2026 Outlook 🔔 Like, share, and subscribe for more market insights and investing conversations. 💬 Tell us your take in the comments below! Find us: Play Store: https://play.google.com/store/apps/details?id=com.phonepe.stockbroking&pcampaignid=web_share App store: https://apps.apple.com/in/app/share-market-stocks-f-o-ipo/id6444640366 Indus Appstore: https://www.indusappstore.com/apps/finance/share-market/com.phonepe.stockbroking/ Follow Us: Instagram: https://www.instagram.com/sharedotmarket/ Linkedin: https://www.linkedin.com/company/sharedotmarket Facebook: https://www.facebook.com/SharedotMarket Twitter: https://x.com/SharedotMarket Disclaimer: https://share.market/terms-conditions