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ArticleTrump’s target
If statements by US presidents are to be taken seriously, a point that wasn’t under much debate till the ascent of Donald Trump, America is taking an interesting turn. As part of a speech to celebrate America’s 250th birthday, Trump took...
ArticleQUOTE OF THE DAY
AI must become a value creation tool, enabling newer forms of value creation and unboxing latent value that nobody had visualized. DATTATRI SALAGAME
ArticleCAN BUYOUTS HELP IT FIRMS IN THE AI ERA?
Persistent Systems’ $1.4 billion acquisition of German software engineering firm Nagarro is the latest in a series of deals by Indian information technology (IT) companies. It follows Coforge’s $2.35 billion purchase of Encora. Their...
ArticleGROWTH PRESSURE
AI IS reshaping the Indian IT services business by automating routine software development, testing and maintenance work. This challenges the industry’s traditional model of billing clients based on employee headcount and hours worked.
ArticleTALENT SHIFT
AS AI automates routine coding, testing and maintenance work, it is reducing the industry’s reliance on mass hiring to drive financial growth. The shift is visible in hiring trends. India’s largest IT companies have recorded a net...
ArticleEXECUTION RISKS
AS AI disruption and expensive acquisitions weigh on the sector, investor sentiment has weakened. The Nifty IT index has fallen sharply in 2026. Markets have also reacted cautiously to large acquisitions. Persistent Systems’ shares fell...
ArticleGLOBAL BENCHMARKS
THESE DEALS reflect global deal-making. Global technology M&A is also being driven by AI. In the first five months of 2026, technology, media and telecommunications deal values rose 48% year-on-year to $472 billion. It’s driven by mega AI...