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Mint Chennai, 06 七月 2026

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本期内容

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...

Trump’s tar­get

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

QUOTE OF THE DAY

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...

CAN BUYOUTS HELP IT FIRMS IN THE AI ERA?

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.

GROWTH PRESSURE

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...

TALENT SHIFT

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...

EXECUTION RISKS

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...

GLOBAL BENCHMARKS