“AI Will Compress Profit Pools”: Emkay Global's Nirav Sheth On AI's Impact On Indian IT Companies

Описание: Nirav Sheth, CEO – Institutional Equities at Emkay Global Financial Services, offers one of the most direct assessments of the AI‑driven disruption facing global and Indian markets today. With Indian IT stocks under heavy pressure and the “SaaS apocalypse” narrative spreading across the street, Nirav lays out why this time the threat is real, structural, and not a temporary scare.

#ITsector #indiantech #ai #stockmarket

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