AI vs IT Services: Overreaction Or Real Threat? | Where Should You Invest Now? | Top Market Themes

In this discussion, Ashi Anand, Founder & CEO of IME Capital on ET Now aired on 11th Feb, 2026 shares his perspective on Indian IT in the age of AI—highlighting potential near-term revenue pressures but stronger long-term efficiencies and margins. He also outlines a constructive view on financial services and discretionary consumption (jewelry and autos), while advocating a cautious, selective approach as markets consolidate.