AI Won’t Kill Indian IT: Pankaj Tibrewal on Valuations, Growth & the Terminal Value Debate скачать в хорошем качестве

AI Won’t Kill Indian IT: Pankaj Tibrewal on Valuations, Growth & the Terminal Value Debate

Is the pessimism around Indian IT overdone? In this special Moneycontrol conversation, Pankaj Tibrewal Founder & CIO of IKIGAI Asset Manager, pushes back against fears that AI could disrupt the terminal value of IT companies. Drawing lessons from the dot-com crash, the Y2K transition, the cloud migration wave led by Amazon Web Services and Microsoft Azure, and the SaaS boom, Tibrewal argues that every disruption ultimately became a growth driver for Indian IT. He explains why AI will act as an enabler rather than a destroyer, highlighting the critical role of system integrators in implementing enterprise-level AI solutions built on innovations from players like Nvidia and OpenAI. While acknowledging that growth moderation could compress multiples and reset PEG ratios, he believes select companies embedding new AI-driven models and delivering double-digit growth will continue to command premium valuations. Tibrewal also addresses the argument that IT may evolve into a lower-margin utility-like business, suggesting investors should be selective rather than abandoning the sector entirely. #IndianIT #AI #StockMarket #Nifty #PankajTibrewal #MarketOutlook #ITStocks #Investing #Moneycontrol #equitymarkets Moneycontrol is India’s leading financial portal, offering market news, expert analysis, and powerful tools. A part of Network18, moneycontrol.com is India’s most trusted destination for financial and business news. #live #livenews #latestnews #topnews #moneycontrol #moneycontrollive #businessnews #businessnewslive #stockmarket #stockmarket #sharemarketnews #stockmarketliveupdates Subscribe: https://bit.ly/moneycontrolyoutube Follow us: Visit https://www.moneycontrol.com/ Facebook: /moneycontrol Twitter: /moneycontrolcom Instagram: /moneycontrolcom