What is happening with Indian IT?
Indian IT has roughly fallen 22% in past few weeks because of fear of AI led disruption. Economic times wrote an article with a headline “The Death of Indian IT”. Do you think the fears are justified?
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Yes, I think the potential of AI Agents has the potential to change the whole business model of the Indian IT sector.
Coincidentally, I’ve been researching the same point. I’ll publish a very detailed reply in the next couple of days.
You can read here my detailed perspective on this topic:
Should You Buy Indian IT Stocks or IT ETFs in the Age of AI?
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