Trivedi’s Insights on AI and Indian IT Companies
Trivedi, in a conversation with NDTV Profit, highlighted the impact of new technological advancements on Indian IT companies. He mentioned that these companies are struggling with the rapid advancements in AI, receiving new updates every week.
Opportunities Amidst Challenges
Despite the need for significant rescaling within IT companies, Trivedi emphasized that AI enablement on a global scale presents a promising opportunity.
India’s Growth Story and Market Expert’s View
While acknowledging a slight slowdown in India’s growth story, Trivedi remained optimistic about the future, stating that the brightness still prevails. He noted that India is facing challenges with high single-digit earnings growth, impacting foreign investments negatively.
Impact on Foreign Investments
Trivedi highlighted that foreign investors have withdrawn over $9.2 billion from Indian equities in 2025, reflecting the concerns in the market.
Market Valuations and Corrections
Comparing the Indian market valuations with S&P, Trivedi mentioned a similarity but pointed out that a significant correction is unlikely unless there is a slowdown in domestic investor flows.
