New Delhi, April 28 -- Indian IT stocks are under pressure in 2025, caught in a perfect storm of global uncertainties. The looming threat of renewed trade wars has sparked fears of client spending cuts and operational disruptions. Sticky inflation and the delayed timeline for US interest rate cuts have only added to investor anxiety.

Yet amid the selloff, contrarian investors are spotting opportunities.

There are plenty of reasons for optimism. Global IT spending is projected to rise 9.3% in 2025, driven by double-digit growth in software and data center segments, according to Deloitte. The rapid adoption of artificial intelligence (AI) technologies across industries is further boosting demand for cloud infrastructure and AI-enabled ser...