#etmarkets

ETMarkets Management Talk| North America, AI adoption and recurring revenues to fuel Newgen's next leg of growth: Tarun Nadwani

What is particularly encouraging is the shift in customer priorities. Enterprises are moving beyond automating individual processes and are looking to embed AI across core business operations to improve productivity, decision-making, customer experience, and …

ETMarkets PMS Talk | Dinshaw Irani of Helios India stays away from IT , doubles down on domestic consumption amid AI disruption

ETMarkets Smart Talk | AI is real , but AI valuations are not ; we are in the FOMO stage of the bubble : Carnelian Manoj Bahety

ETMarkets PMS Talk | Dinshaw Irani of Helios India stays away from IT, doubles down on domestic consumption amid AI disruption

Helios India is steering clear of IT stocks, citing AI's disruptive potential, and instead champions India's domestic consumption. The firm's confidence stems from favourable demographics, rising aspirations, and the growth of new-age businesses. This strat…