“Deven Choksey is bullish on Indian IT stocks, viewing the recent selloff due to AI concerns as a compelling buying opportunity. He believes AI is an enabler, not a threat, leading to a 'new birth' for IT companies by driving a shift to outcome-based pricing, compressing project timelines, and creating new revenue streams. This transformation positions Indian IT firms to flourish and secure larger orders as global businesses increasingly adopt AI-driven solutions.”

Deven Choksey’s track record: 3 graded calls · 95% CI 0–56%