Join me, Vivek Bajaj, as I discuss India's IT sector, its growth prospects, key companies, investment opportunities, and the impact of AI and cloud technologies on the industry’s future. Download the presentation for more insights.

What You Will Learn?

The IT industry, which includes companies like Infosys , TCS, and Wipro, is expected to reach 10% of India's GDP by FY27-28, and the government has increased funds for AI research. The IT outsourcing industry, which accounts for around 40% of the global IT spend, is expected to reach 50% by FY28, driven by the large pool of talented and cost-effective workforce in India.

The speaker also discusses the growth in IT spending in areas like data centers, software, IT services, and communication devices, with a significant increase in AI applications. Bajaj identifies TCS, Infosys, HCL Tech, Wipro, L&T Mindtree, and Tech Mahindra as core stocks within the IT sector and encourages viewers to create investment themes for these companies.

He also discusses the business models of several IT companies, including Persistent, L&T Technology Services, Coforge, Scient, Bella Soft, and Zensa Technology, and emphasizes the importance of understanding a company's relative strength and staying informed to make informed investment decisions. Finally, Vivek Bajaj encourages viewers to use tools like Trading View and Stockedge to monitor insights and deliveries and stay in control of their stocks.