IT Services – Is a Buying Opportunity Emerging?
Agentic AI is opening a once-in-a-decade inflection point for Indian IT services, offsetting structural headwinds and creating a potential re-rating opportunity.
Indian IT Services Sector – How to negotiate the market
Indian IT services are entering a multi-year growth cycle driven by cloud adoption, digital transformation, and global offshoring tailwinds, despite near-term margin pressures.
AI is a Decadal Opportunity – Identifying opportunities across the value chain
A comprehensive framework for identifying long-term investment opportunities across the AI value chain—from semiconductors to applications and security. The article outlines how AI represents a multi-year technological super-cycle reshaping global industries.
Why Full-Stack Platforms and Indian IT Services Firms Are Both Positioned to Win the Agentic AI Wave
Agentic AI is entering hyper-growth, creating a dual opportunity where full-stack platforms like Palantir dominate the data/model foundation while Indian IT services firms lead workflow automation and deployment.
Semiconductors: High Conviction Buy at Current Levels
A pullback in semiconductor valuations presents a long-term buying opportunity as global compute demand enters a multi-year supercycle.
Us Tech Investments – A Must Have in Your Portfolio
US technology remains a strategic long-term allocation, supported by AI-driven innovation, strong historical outperformance, and attractive accumulation opportunities following the recent correction.
US Tech Sector – Outlook
A forward-looking assessment of the US tech sector driven by inflation trends, Fed policy, earnings guidance from mega-tech companies, and valuation resets across software and semiconductor segments.