Foreign institutional investors are returning to India following the US-India trade agreement, but concerns over earnings growth persist. Artificial intelligence is emerging as a significant risk, impacting jobs and business models, particularly in white-collar industries and IT services, leading to potential consolidation and job reductions.
Sushovan Nayak sees short-term AI jitters, long-term opportunities for IT giants
Indian IT stocks face pressure from global AI advancements and China’s innovation, triggering sentiment-driven selling. While short-term pain is expected, experts believe the sector’s long-term
February 12, 2026