ETMarkets Smart Talk| H-1B visa concerns sentimentally negative, but no need to panic: Axis Securities’ Neeraj Chadawar

Axis Securities' Neeraj Chadawar suggests the H-1B visa changes pose a sentimental, not structural, challenge for Indian IT. While short-term consolidation is expected, companies' adaptability and diversification efforts mitigate major risks. Investors should strategically adjust IT allocations, focusing on domestically-oriented sectors poised for growth due to the government's shift towards consumption-driven policies.