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.
Crypto Currencies – Whether Use Cases justify Valuation???
An evaluation of current and emerging crypto use cases, and why valuations remain driven largely by sentiment rather than sustainable utility.
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.
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.