India's IT sector facing a growth crisis; Daljeet Kohli says he's already walked away

Fund manager Daljeet Kohli has declared zero exposure to Indian IT stocks, arguing the sector faces a structural growth crisis with no near-term stabilisation in sight. He notes the exaggerated market reaction to weak Accenture numbers signals deep investor distrust, and identifying AI-era winners remains nearly impossible. Separately, Kohli views Reliance Jio's DRHP filing for a 27 crore share IPO as strategic value unlocking, giving investors a clean vehicle to bet on India's telecom story without Reliance's legacy businesses; he expects the listing to act as a catalyst for the stagnating stock.