Sonia Shenoy: Portfolio building advice excludes IT stocks amid uncertain outlook

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Olesia Kramarenko

20.03.2026

Sonia Shenoy: Portfolio building advice excludes IT stocks amid uncertain outlook — IT stocks excluded from portfolios

Kenneth Andrade of Old Bridge Capital shared a cautious approach toward the IT sector, stating that if he had to build a portfolio today, he would exclude IT stocks until the dust settles.

Sonia Shenoy highlighted Andrade's rationale, with concerns that the terminal value of IT businesses is declining. This perspective was discussed on The Money Mindset podcast.

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Andrade's reservations about the IT sector follow broader concerns over the rapid transformation in technology industries, a dynamic further exemplified by the recent plunge in IBM stock amid escalating competition in artificial intelligence. As investors reassess sector allocations, attention is turning to areas of structural strength, such as those reflected in India's ascent in global defence spending and the long-term prospects it presents.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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