The SOIC Podcast

Will the IT Sector Crash?


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Dive into the Indian IT sector. Facing recent underperformance and disappointing results, this discussion analyzes current valuations, explores different segments (Large Cap, Mid Cap, ER&D, Product Companies), reviews company guidance, and discusses AI's potential impact. Discover why the sector faces near-term uncertainty despite trading at higher valuations than pre-COVID times.

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The SOIC PodcastBy SOIC: School of Intrinsic Compounding


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