On IT Space I Say, ‘Tiger Zinda Hai, Par Dhurandhar Nahi Ban Raha’
\n\nI Don’t Think IT Companies Are Dying, The Problem Is Not Survival But Growth
\n\nWe Need To Watch Out For Midcaps That Execute Strongly On AI
\n\nMarkets Are Looking For Double-digit Growth In Dollar Terms
\n\nMaybe A Few Quarters Down You Evaluate What The New CEO Has Done At HDFC Bank
\n\nFor Now, Top NBFCs Are The Place To Be In
\n\nIt has been a wonderful year for us, touch wood Q2 has been a blowout quarter Many of our portfolio companies have done exceedingly well
\n\nOne category we find very interesting is the music space Monetisation of content is what has changed Spotify has decided it is not going to be free streaming leading to revenue share Over the long term the subscriber base is seen growing 10x We own Saregama in this space Clearly believe valuations are no longer a limiting factor
\n\nIn Cartrade the disappointment was the low growth in Carwale The key driver for CarTrade is going to be OLX
\n\nSee A Structural Change In The Market, We Are Likely In For A ‘Good Time Ahead’
\n\nWe’ve Seen A Slowdown In The AI…
Original source: https://www.cnbctv18.com/technology/
