‘PEs can change in a jiffy’: Samir Arora on why Indian IT’s comfort zone is costly amid AI disruption
The sharp selloff in Indian IT stocks amid renewed artificial intelligence concerns has exposed a deeper problem — an industry increasingly trapped by short-term thinking. Samir Arora, Group CIO and Fund Manager of Helios Capital, summed it up bluntly in a recent post on social media platform His comments come as Infosys, Tata Consultancy Services…