Indian IT: Undervalued Opportunity Amid Record High Markets

• Indian IT sector is considered an attractive and undervalued opportunity despite high equity markets.
• IT stocks have underperformed the broader market by 20-30% over the past three years.
• Major IT companies like TCS, Infosys, and Wipro are trading below previous peaks due to global macro concerns, not fundamental weakness.
• A strengthening US Dollar boosts revenue and margins for export-oriented Indian IT companies.
• Global spending on cloud, AI, cybersecurity, and digital transformation remains structurally intact, supporting the sector's growth.

Why It Matters: This identifies a strong, undervalued investment opportunity in Indian IT.