In this episode of Konversation with Kushal, Ajay Tyagi-Head of Equity at UTI AMC, managing close to ₹1.5 lakh crore-explains why he stays bullish on IT even in the AI age, and why he avoids metals, oil and defence. He breaks down why AI is net positive for IT services, why today's AI bubble mirrors the Dotcom crash of 2000, why Quality beats Value long-term, and why India's premium on valuations over emerging markets valuations is finally cooling.Here's what you'll learn:1-Why AI Won't Kill IT: The "Tigers and Hyenas" framework, and why IT headcount grows over the next 10 years.2-The Nifty IT Signal: Valuations at a level seen only 3 times in 20 years-and what history says next.3-AI Bubble vs Cisco: Why Nvidia has already surpassed Cisco's 2000 peak.4-Quality vs Value: The Company A vs B example-and why cash beats profit.5-India vs EM: Why the valuation premium hit 90% in 2024 and why FIIs may return at 50%.


#ajaytyagi #utiamc #itstocks #aibubble #niftyIT #qualityinvesting #privatebanks #mutualfunds #konversationwithkushal

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