In-depth analysis of $200bn IT sector from a Superb Analyst скачать в хорошем качестве

In-depth analysis of $200bn IT sector from a Superb Analyst

An amazing analysis of the IT services industry, outperformance of mid cap IT, discussion on margins and the potential impact of AI. Vibhor Singhal is an alum of IIT Kanpur and has deep expertise in understanding technological trends. 00:00 Introduction 01:13 $200bn industry, can it still grow? 11:45 Will Mid-Cap IT outperform large caps? 21:06 Margins of the industry? Expand or contract? 30:00 How to identify fraud companies ? 38:34 Impact of AI on the futures of IT companies? Hi friends, my name is Ajay Sharma. I am an investor and a serial entrepreneur, living in Singapore. I like telling stories. I am an alum of IIT (BHU) Varanasi: Department of Pharmaceutical Engineering & Technology (https://iitbhu.ac.in/dept/phe/researc...) and IIM Ahmedabad (https://www.iima.ac.in/academics/mba). I have experience from some of the leading global corporates viz. Edelweiss, Morgan Stanley, CLSA, and co-founded a Hedge Fund investing in Asia. I have a passion for Start-ups and have co-founded a few and invested in many. Some of my passion projects are : mangotown.in : for special needs children dizlog.com : SAAS for small businesses myautogram.com : SAAS for HR reducate.ai : Software education I have interacted with a diverse group of people in the past two decades. I love to listen to stories and learn from people's experiences. These stories are highly inspiring, and the goal of this channel is to share these stories with the world. To know more about me, watch -    • Who am I? #AjayFY   To connect with me, follow me on my socials - Instagram -   / g2g_ajay   LinkedIn -   / ajayfy-sharma   X - https://x.com/@G2GAjaySharma #ajayfy #nifty #sensex #sensex #infosys #ajayfy