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Contrarian analyst call vs. sector headwinds confidence 38/100

Emkay's Agarwal Bucks IT Gloom With Contrarian Bull Case Despite IBM's Demand Warning

Analyst holds optimistic view on Indian IT services even as IBM flags soft demand and AI-cannibalization fears weigh on sector sentiment; no price targets or stock specifics cited.

ndtv-profit-business · 7/15/2026, 11:16:32 AM · Ask about this →