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.
PERSISTENT SYSTEMS
Cleanest mid-cap IT play on Agentic AI. Deep cloud & data strengths, strong IP (SASVA, iAURA, GenAI Hub), and structural 25–30% growth visibility across BFSI, Healthcare & Hi-Tech.
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.
Our take on the Market
A comparative evaluation of stretched Indian equity valuations versus the recent correction in US Tech, assessing whether investors should rebalance allocations as a risk mitigation measure.