Everything on Technological Disruption

Agent-based AI is rapidly automating routine IT outsourcing, threatening India’s legacy business model and compressing sector valuations.

Impact: Investors should reallocate capital from headcount-driven IT firms to companies developing proprietary software and high-value engineering solutions.

— from Global Market Shifts, Monetary Policy, and Governance Risks · Leben mit Aktien | Der Podcast für Anleger mit Weitblick· Jun 24, 2026