Dolat Capital's Jain on India's I.T. Sector Outlook

The transcript discusses the challenges faced by the IT industry due to global events like the Russian-Ukraine war and inflation, impacting companies like Infosys. It explores market expectations and potential guidance changes, highlighting the cautious approach of clients. The potential of generative AI for Indian tech companies is examined, with expectations of significant growth in the coming years. Finally, the performance and future outlook of Paytm are analyzed, noting growth moderation and valuation changes.

What is the significance of the guidance raised by companies in the second half of the year?

How do you interpret the performance outlook for Paytm as mentioned in the text?

What are the expectations for growth normalization in the Indian IT sector?