The Death of Indian IT? Why TCS and Infosys No Longer Safe.
Автор: Equitymaster
Загружено: 2026-02-11
Просмотров: 20033
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The Indian middle class has treated TCS and Infosys like a "Golden Goose" for thirty years—but the goose is starting to look sick.
While the numbers show a massive 25% discount, a new "Qualitative Risk" is brewing that even the experts are struggling to code around.
Are you looking at a generational bargain or a classic value trap? Let’s use the GPS framework to find out.
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