Will AI kill the Indian IT Sector or Deep Value Opportunity? ( TCS & Infosys crashed )

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00:00 – Intro
00:00:51 – IT Sector Crash: What’s Happening?
00:05:29 – AI Impact: Deflation Risk for IT Services
00:14:29 – Has the Traditional IT Services Model Broken?
00:15:37 – GCC Threat: Rise of Global Capability Centers
00:18:44 – IT Sector Segmentation Framework
00:22:31 – ER&D Companies: Growth Drivers & Risks
00:25:13 – Mid & Small Cap IT: Opportunities & Execution Risks
00:28:57 – Process Specialists / Vertical IT: Outcome-Based Models
00:32:31 – SaaS Companies: Global Slowdown & AI Disruption
00:39:24 – Final Conclusion: Opportunities, Risks & Investor Takeaways

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