AI’s impact on India’s IT sector is unfolding in two phases: near-term automation causing deflationary pressure, followed by longer-term business transformation creating inflationary opportunities. Analyst Kumar Rakesh suggests markets may be overreacting to the front-loaded disruption, with a potential neutral long-term outcome.
AI-led selloff weighs on markets, but earnings revival could shift mood: Vinit Sambre
Despite a recent global AI-driven market shift, domestic equities are poised for recovery. Improved Indian macros, including interest rate and tax benefits, are creating a