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AI bigger risk to IT workers than companies, says Marcellus’ Pramod Gubbi

Artificial intelligence may reduce Indian IT sector employment before impacting companies. Valuations are less compelling now after recent market rebounds and ongoing geopolitical risks. Opportunities for investment are currently few and far between for fund managers. Quality stocks have seen their valuation premiums correct to attractive levels. Healthcare and Indian manufacturing exports present promising sector opportunities.

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Economic TimesLean R·2h ago
AI bigger risk to IT workers than companies, says Marcellus’ Pramod Gubbi
Artificial intelligence may reduce Indian IT sector employment before impacting companies. Valuations are less compelling now after recent market rebounds and ongoing geopolitical risks. Opportunities for investment are currently few and far between for fund managers. Quality stocks have seen their valuation premiums correct to attractive levels. Healthcare and Indian manufacturing exports present promising sector opportunities.
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AI bigger risk to IT workers than companies, says Marcellus’ Pramod Gubbi

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