The biggest concern for Indian IT investors is whether outsourcing will lose its sheen due to AI or not? If it does and the tech companies get most of their stuff done through AI systems with little reliance from offshore contracts then it would shave off lots of value from the cos.
These companies have no other way to stay relevant other than leveraging before their clients figure out ways to automate. They will anyway have to save costs for their customers.
Disclosure : Infy is 1% of my portfolio
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