In a market where broad enthusiasm is giving way to careful discernment, Equentis CIO Jaspreet Singh Arora counsels investors to hold the IT sector lightly — not to abandon it, but to seek within it the companies nimble enough to thrive under pressure. Midcap IT firms, he argues, carry an advantage that scale tends to erode: closeness to clients and the speed to act on it. With crude oil prices casting a shadow over near-term equity gains, the wisdom of the moment lies not in sector-wide bets, but in the patient study of individual companies.