“Ajay Tyagi remains bullish on Indian IT services, staying overweight despite AI-driven obsolescence fears. He believes the AI hype is exaggerated, citing historical resilience against past technological shifts like SAP and SaaS, and expects demand for system integrators to grow exponentially with greater software adoption. While acknowledging near-term revenue pressure, he dismisses the idea of a total collapse in revenues for the sector.”

Ajay Tyagi’s track record: 4 graded calls · 95% CI 15–85%