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.
Cut the noise, back conviction: Madhusudan Kela on investing through volatility
Market veteran Madhusudan Kela advises investors to focus on wealth creation and ignore market noise, viewing volatility as an opportunity. He emphasizes the importance of
February 13, 2026