70% upside in Indian IT stocks as sector nears business cycle turn: Motilal Oswal's Abhishek Pathak
Published on: Nov. 25, 2025, 3:24 p.m. | Source: CNBC TV18
Discussing the estimated $5 trillion global AI investment by 2030, Abhishek Pathak, Research Analyst - Technology, Institutional Equities, MOFSL said capex is only the first stage. As enterprises seek returns, service spending typically accelerates. He expects this to open new revenue pools for Indian IT companies in the coming years.
