In the recent past, the landscape for IT sector stocks has changed. Five years ago, the emergence of machine learning and cloud computing marked a shift. And in the last one-and-half years, it is AI and other specialized segments that have sparked change. Smaller companies operating in these niche areas have demonstrated significantly stronger growth, even as industry giants like Infosys and Wipro have faced growth pressures. Investing in the not-so-much talked-about IT stocks may seem contrarian investing today. But it may pay off in the long term.
